Confluence Investment Management LLC

Overview

Confluence Investment Management LLC is an independent Registered Investment Adviser based in Saint Louis, Missouri, offering professional portfolio management and advisory services to institutional and individual clients. The firm was established in 2007 by a team of experienced investment professionals with a combined financial experience exceeding 600 years and over 400 years in portfolio management and research. Their investment strategies encompass value equities, asset allocation, fixed income and balanced accounts, international and global equities, and alternative investments. As of December 31, 2025, Confluence managed approximately $12.5 billion in assets under management and advisement, with $6.7 billion in assets under management and $5.7 billion under advisement. The firm's investment philosophy is grounded in independent, fundamental research that integrates market cycles, macroeconomics, and geopolitical analysis with a value-driven, company-specific approach. Confluence's portfolio management process begins by assessing risk and positions clients to achieve their income and growth objectives. The firm combines top-down and bottom-up analytics in an integrated process that considers both macroeconomic factors and individual company fundamentals to inform investment decisions. This disciplined approach has been a cornerstone of Confluence's success in delivering consistent and reliable investment performance across various market cycles. Confluence's commitment to research, exceptional client service, and adherence to the highest standards of ethics and integrity have been instrumental in building long-term relationships with clients and achieving sustained success in the investment management industry.