To download the investment advisory contract (which includes ADV Parts 3-Form CRS/2A/2B and Privacy Notice), please click on the link below:

• Confluence Advisory Contract

Disclosure Documents are available separately here:

• Confluence Disclosure Brochure (Form ADV – Part 2A)
• Confluence Disclosure Brochure Supplement (Form ADV – Part 2B)
•  Confluence Client Relationship Summary (Form CRS/Form ADV – Part 3)
• Confluence Privacy Notice
• Confluence Social Media Disclosures