Thomas Hale Email

Director Strategic Planning . Confluence Investment Management

Current Roles

Employees:
60
Revenue:
$11.3M
About
Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach. Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication. We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles. http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf
Confluence Investment Management Address
20 Allen Ave
St. Louis, MO
United States
Confluence Investment Management Email
Confluence Investment Management Phone Numbers
314 743-5090

Past Companies

Confluence Investment ManagementDirector of Strategic Planning
Fairway Private Equity & Venture Capital Opportunities FundIndependent Director, Board Chair
Caherciveen Partners LLCDirector and Principal

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