Confluence is excited to officially launch our partnership with ValuesAdvisor to further empower our members on their values-aligned investing journeys.
ValuesAdvisor offers a proprietary online, searchable database of values-oriented investment advisors (including many Confluence members), who have been suggested by Confluence or other trusted affinity groups. The platform offers a simple and dynamic interface that allows investors to filter advisor information on data points such as minimum account size, amount of values-aligned AUM, service offerings, asset classes, diversity, and other key information. Each advisor’s profile also includes answers to qualitative questions designed to gauge their commitment to the values our members care about most.
Join us for an informational webinar to learn more about the platform and how Confluence members can take advantage of this new resource right away. Whether you are currently looking for a new advisor or just curious about what else is out there, this is a great place to start!
Speakers:
08/18/21 1:00pm — 2:00pm
Virtual
Confluence is excited to officially launch our partnership with ValuesAdvisor to further empower our members on their values-aligned investing journeys.
ValuesAdvisor offers a proprietary online, searchable database of values-oriented investment advisors (including many Confluence members), who have been suggested by Confluence or other trusted affinity groups. The platform offers a simple and dynamic interface that allows investors to filter advisor information on data points such as minimum account size, amount of values-aligned AUM, service offerings, asset classes, diversity, and other key information. Each advisor’s profile also includes answers to qualitative questions designed to gauge their commitment to the values our members care about most.
Join us for an informational webinar to learn more about the platform and how Confluence members can take advantage of this new resource right away. Whether you are currently looking for a new advisor or just curious about what else is out there, this is a great place to start!
Speakers: