Stock Selection
Outperforming the "average" approach
Stocks are the bread and butter of many different investment strategies. This is true for us here at Confluent too. Our stock selection strategies are carefully designed to quickly adapt to needs as well as market trends whenever necessary. We believe that flexibility is the key to achieving exactly the results you need while maintaining the level of risk you are comfortable with. Our active management approach puts you back in the driver seat to build your own path success through outperforming the average approach
What makes us different?
Active management
We believe that sitting and waiting for success to come your way is not a strategy. Our advisors work with you to adapt and adjust strategies to navigate the markets in any situation.
This means taking advantage of positive market opportunities to outperform benchmarks, but also tactically shifting to minimize risks and negate potential losses when markets hit a downturn.
Custom Stock Portfolios
Every person has their own investment goals and therefore they need a portfolio that aligns with those goals and not just another general “themed” portfolio. Our team works with every client to pick a portfolio of stocks that fits their exact financial needs.
We use our stock selection strategies as a foundation for this desired customization to ensure that we continuously keep your goals in our sights the entire way.
Start your stock selection journey today
Learn more about begining your road to REAL WEALTH. No consultation fee. No long-term commitment.
Our Stock Selection Strategies
Large Cap Growth
This strategy focuses on capital growth through investments primarily in common stocks, emphasizing companies poised for appreciation.
With the flexibility to allocate up to 100% of assets in domestic stocks, we target long-term capital appreciation by primarily investing in large cap equities.
Small Cap Growth
This strategy targets capital growth by investing primarily in common stocks, focusing on companies poised for appreciation.
With flexibility to allocate over 80% of assets in small-cap growth stocks.
Select Technology
This strategy emphasizes capital growth through investments primarily in common stocks, focusing on companies poised for appreciation.
With over 80% flexibility in allocating assets to technology stocks, our goal is long-term capital appreciation by primarily investing in high-growth technology stocks.
Why active management matters
Capitalize on inefficiencies
Active investing strategies allow for a portfolio to find opportunities in markets when anomalies or uncertainty occurs. Compared to passive approaches that rely more on predictably in the markets, an active approach takes into account the unpredictable human elements of investing in the market.
Better risk management
Every investor knows that success is found by avoiding unnecessary risk as much as it is found in the maximization of opportunity. With most active management strategies, risk management is a priority. By navigating risky situations properly, downsides can be softened or avoided entirely in some situations.
Increased flexibility
Compared to a passive approach, active investment is designed to react quickly and effectively in any situation. This means that altering portfolio composition and allocation is not only easier but is a staple of the approach. Investors with an actively managed portfolio can set themselves up to better positioned particularly in highly volatile times.
Alpha maximization
Active management places an emphasis on maximizing alpha. alpha represents the outperformance of a strategy benchmark. Instead of simply keeping pace with a benchmark like a passive management, active management will give investors a leg up whenever possible to make sure their money grows faster than the average investment.
Harness the power of active investment today
Speak with one of our advisors start crafting your actively managed strategy. No consultation fee. No long-term commitment.
How we approach investment
Confluent offers tailored solutions across every stage of the investment cycle, aligning perfectly with client objectives. Whether focusing on income, growth, or risk management, our expert advisory team works closely with you to craft an ideal portfolio. Our diverse product portfolio includes distinctive options to support investors throughout wealth creation, accumulation, preservation, or distribution phases. Explore our comprehensive solutions for optimized investment strategies.
