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Advisors Bay Member Overview
Advisors Bay Membership Overview

Advisors Bay is a unique database showcasing the leading financial advisors, money managers, investment consultants, and asset managers in mission-related investing. Each Advisor has their own profile, available in an abbreviated public view, and a detailed profile page visible only to Confluence Funder-Members. 

Advisors Bay Member Benefits

  • Firm's brand and summary description listed in the public area of the Confluence website
  • A detailed profile listed in a searchable database in the Members section of the Confluence website
  • Subscription to the Advisors Bay Listserve
  • Possible invitations for co-branding opportunities 
  • Larger sponsorship opportunities
  • Priority participation in educational events
  • Speaking opportunities may be available at Confluence Philanthropy events (not guaranteed)

How are Advisors Chosen?

Advisors are chosen to join Advisors Bay through a peer-referred process. Each Advisor must hold at minimum a three-year track record in mission-related investing and have three referrals from foundations or other members of our network (i.e., financial advisors to our member Foundations, individual donors, family offices). They must then complete an application form which may be reviewed by the Confluence Board of Directors. All Advisors are requested to make an annual donation to the membership of $1,500 (for profit organizations) or $1000 (non profit organizations), which guarantees and includes one complimentary registration to the Annual Practitioners Meeting.

Protecting Our Members Privacy

Advisors Bay is not a 'pay to play' service. Confluence will not under any circumstances share the contacts of our members with Advisors. If a member would like to connect with an Advisor they must do so directly. Further, Advisors are not promised speaking engagements at our events nor access to any of the Funder-only areas of our website. Advisors are encouraged to share their research and publications, which they may post to their profile page or share with Confluence staff to post in the library. Advisors are not invited to attend the Annual Practitioners Meeting unless they are accompanied by a client or will serve as a speaker.

Is There Someone That You Would Like To Refer?

Please contact accounts@confluencephilanthropy.org for the application.

 


Disclaimer


Confluence Philanthropy, Inc. does not provide any investment, financial planning, legal or tax advice. We are not licensed nor qualified to provide any such advice. The content of this web site, any publications, and any presentations produced or provided by Confluence Philanthropy, Inc. is for informational and educational purposes only, and is not appropriate for the purposes of making any decisions on investing, purchases, sales, trades, or any other investment transactions.


This event may contain external links to other web sites, and may contain comments or statements by individuals who do not represent Confluence Philanthropy, Inc. Confluence Philanthropy, Inc. makes no representation whatsoever regarding the content of any other web sites that you may access from this web site, nor the statements of any third parties whose comments may appear on this web site. Confluence Philanthropy, Inc. has no control over the content of such web sites, nor of such third parties, and cannot guarantee the reliability or accuracy of any information linked externally or contained within the statements of third parties.


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