Navigating the field of mission investing can be challenging. The field is rapidly evolving, and the range of terms, strategies, objectives, and resources available to investors can be overwhelming. For investors seeking strategic guidance or technical support beyond the services provided by an investment manager, Confluence often recommends engaging a strategic consultant. These consultants (some of whom also serve as registered investment advisors, or RIAs), assist investors to determine impact priorities, evaluate investment advisors, ...
