Stock Selection Strategies
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.
What makes us different?
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
Explore all the custom options that Confluent provides to help you achieve your financial goals. 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.
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.
