Confluence Investment Management LLC (Confluence) is an independent registered investment adviser and claims compliance with the requirements of the Global Investment Performance Standards (GIPS®). A GIPS Report and/or the firm’s list of composite descriptions can be obtained by contacting Confluence.
GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Confluence has chosen to undergo a GIPS verification by a third party on an annual basis.
For more information on the verification process, please see the ACA Group website.