Advisory Services Disclosure
Investment advisory services are offered through Confluence Capital Management, LLC, operating as an Investment Advisor Representative under Altitude Capital Management, LLC, an SEC-registered Registered Investment Advisor located in Des Moines, Iowa. Thomas Clark is an Investment Advisor Representative of Altitude Capital Management, LLC.
Registration as an investment adviser does not imply any level of skill or training. The information provided on this website is for general educational and informational purposes only and is not intended as personalized investment advice.
Fiduciary Duty
As an Investment Advisor Representative of a registered investment advisor, Thomas Clark has a fiduciary duty to act in the best interest of clients when providing investment advice. This duty applies to advisory relationships governed by a written advisory agreement.
No Tax or Legal Advice
Confluence Capital Management, LLC and its representatives do not provide tax advice or legal advice. You should consult with a qualified tax professional and/or attorney for guidance specific to your situation.
Past Performance
Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.
Complimentary Analysis Offer
The complimentary Social Security analysis and financial plan offered to seminar attendees is an educational service valued at approximately $500. There is no cost or obligation to the attendee. The analysis does not constitute a binding advisory agreement. Advisory services are provided only pursuant to a written advisory agreement between the client and Altitude Capital Management, LLC.
Third-Party Links
This website may contain links to third-party websites. These links are provided for convenience and informational purposes only. Confluence Capital Management, LLC does not endorse or control the content of third-party websites and is not responsible for their accuracy, legality, or content.
Form ADV
Altitude Capital Management, LLC's Form ADV Part 2A (Firm Brochure) is available upon request. This document provides important information about the advisory firm's business practices, fees, and conflicts of interest. You may request a copy by contacting us at (704) 621-6376 or contact@confluencecm.com, or you may access it through the SEC's Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov.
Contact
For questions about these disclosures, please contact:
Thomas Clark
Confluence Capital Management, LLC
4301 Morris Park Drive, Suite 23
Mint Hill, NC 28227
Phone: (704) 621-6376
Email: contact@confluencecm.com
