CONFLUENCE WEALTH Overview
Confluence Wealth Management Llc is an investment advisor that manages 565.2 MM dollars in regulatory AUM and has 17 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 09/30/20. The fund's latest filing disclosed 204MM in positions, representing 36% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 09/30/20. The fund's latest filing disclosed 204MM in positions, representing 36% of the manager's regulatory AUM.
CONFLUENCE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CONFLUENCE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.07% | ETF | 6.76% | -0.01% | 0 | 10% | ||
| VTIFX | 6.75% | ETF | 0.67% | -0.11% | 0 | 2% | ||
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FEATURED IN
CONFLUENCE WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Grant L. Jones | Class A Member | November-2011 |
| Gary W. Reynolds | Class A Member | November-2011 |
| Kathleen J. Kee | Ceo, Class A Member | November-2011 |
| David Morganstern | Cco, Class A Member | November-2011 |
| Marilyn R. Bergen | Class A Member | November-2011 |
| Gregory J. Houser | Class B Member | January-2014 |
| Lantz K. Stringham | Class B Member | January-2014 |
CONFLUENCE WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CONFLUENCE WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Method of Analysis
Investment analysis is performed by the Investment Committee, chaired by Lantz Stringham, CFA. The Committee meets regularly to review the investments recommended for client portfolios. The Committee conducts ongoing economic assessments/research as well as individual company and mutual fund analysis by examining factors such as performance, management tenure, peer comparisons, volatility and expenses. The Committee also examines historic asset category risk and return data to determine allocation for a particular client risk portfolio.
Investment Strategies
As a strategic asset allocator, we construct customized portfolios based upon client risk tolerance, tax sensitivity, growth or capital preservation objectives, and socially responsible preferences. Our strategies vary based upon client investment experience, cash flow needs and time horizons, among other factors. We believe in global div...
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Method of Analysis
Investment analysis is performed by the Investment Committee, chaired by Lantz Stringham, CFA. The Committee meets regularly to review the investments recommended for client portfolios. The Committee conducts ongoing economic assessments/research as well as individual company and mutual fund analysis by examining factors such as performance, management tenure, peer comparisons, volatility and expenses. The Committee also examines historic asset category risk and return data to determine allocation for a particular client risk portfolio.
Investment Strategies
As a strategic asset allocator, we construct customized portfolios based upon client risk tolerance, tax sensitivity, growth or capital preservation objectives, and socially responsible preferences. Our strategies vary based upon client investment experience, cash flow needs and time horizons, among other factors. We believe in global div...
Unlock Full Investment Process Description
CONFLUENCE WEALTH Portfolio Concentration
CONFLUENCE WEALTH Location
1211 SW FIFTH AVE
STE 1160
PORTLAND, Oregon
UNITED STATES, 97204
STE 1160
PORTLAND, Oregon
UNITED STATES, 97204
CONFLUENCE WEALTH Contact Information
Phone Number: 503-221-7595
Fax Number: 503-972-4197
Website: http://www.pia-invest.com
Fax Number: 503-972-4197
Website: http://www.pia-invest.com
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