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Confluence Investment Management

Confluence Investment Management

Confluence Investment Management is an independent, SEC-registered investment advisor located in Saint Louis, Missouri. The firm provides professional portfolio management and advisory services to institutional and individual clients. Confluence’s core investment strategies are equity strategies, balanced accounts, asset allocation strategies, international strategies and alternative investments. The firm's clients include individuals (including high net worth individuals) and entities such as corporations and corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, and registered investment companies.

Service Provider Type
LP Consultants
Primary Office
  • 20 Allen Avenue
  • Suite 300
  • Saint Louis, MO 63119
  • United States

+1 (314) 000-0000
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Confluence Investment Management Investment Preferences

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Confluence Investment Management Subsidiaries (1)

Company Name Industry Location Founded
000000 & 0000000 Consulting Services (B2B) Beachwood, OH 0000
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Confluence Investment Management Team (4)

Name Title Deals Office Contact
Mark Keller Chief Executive Officer & Chief Investment Officer 0 Saint Louis, MO
Brian Hansen Founder, President & Chief Operating Officer Saint Louis, MO
Patty Dahl Chief Financial Officer & Portfolio Manager Saint Louis, MO
Anne Kochevar JD Chief Compliance Officer Saint Louis, MO