CONFIANCE, FINANCIAL & INVESTMENT ADVISORS

Overview

Confiance, Financial & Investment Advisors is a small, owner-operated advisory firm that provides financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges asset-based fees and also offers fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Its investment practice centers on exchange-traded securities as the primary building blocks for client portfolios, with discretionary management used for the vast majority of assets. Confiance does not market itself as an ESG-focused manager and is structured as a limited liability company with a client base concentrated on personal and family accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices