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Market upside with downside protection: Confluent principal protection

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Want to know more about principal protection?

Principal protection offers a wide variety of customization and flexibility to invest your money as you see fit. Click below to explore the full landscape of principal protected investments with Confluent Asset Management and see how the right principal protection strategy can revolutionize your investment approach and bolster any portfolio.

Learn more about principal protection

Read our principal protection case study

We understand that before investing your hard-earned money, you need to see all the facts to make an informed decision. This includes examples of what the investment might look like. That’s why we published a case study to show scenarios applicable to the real world in which a principal protection strategy would be a powerful investment choice.

This study considers a few scenarios that may shed additional light on how principal protection could impact your portfolio and elevate it to new heights.

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Want to stay up to date on the latest news & insights?

We publish new articles weekly where our team covers a wide variety of topics that impact the financial world and more importantly the outlook and effect current events have on our client’s investments.

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Visit our free resource library

Our team is dedicated to helping every investor achieve their financial goals, no matter what it might be. As a part of this mission, we have a library of resources that cover a wide variety of investment related topics to offer extra insights and tips. Whether you are interested in long-term financial planning, retirement planning, risk management or just looking for strategies to grow your wealth, we have you covered. 

Our resources are available for download any time, for free!

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Confluent Asset Management is a Registered Investment Adviser that offers institutional and individual investors systematic wealth and asset management services and investment solutions.

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Risk Disclosure

Past performance is not an indicator of future performance. Investing in securities involves the risk of loss.
Confluent Asset Management LLC (“Confluent”) is a registered investment advisor offering advisory services in the State of Arizona, Florida, Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Confluent in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Confluent, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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