ValuesAdvisor

Confluence partners with ValuesAdvisor to further empower our members on their values-aligned investing journeys. Access to the ValuesAdvisor platform for investors is available as a benefit of Confluence membership.

ValuesAdvisor is 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, 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.

Confluence Advisor members that meet the criteria also have the opportunity to join the platform.