Independent Verification

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 compliant presentation and/or the firm’s list of composite descriptions can be obtained by contacting Confluence.

ACA Compliance Group Performance Services, LLC has verified that Confluence has policies and procedures in place to comply with GIPS® and meets the composite construction requirements on a firm-wide basis.

For more information on the verification process, please see the ACA Compliance Group website.