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  About Us

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Management Team

Investment Professionals

Key Contacts

Since our founding Congress Asset Management has maintained a respected reputation in the investment management community. We specialize in diversified portfolios for institutions and high net worth individuals, encompassing both equity and fixed income securities. We maintain a total commitment to our clients and dedication to successful investment management on their behalf.

Our experienced investment professionals employ a collaborative approach ensuring an investment process benefiting from our decades of experience. Our process is designed to reach timely, well-reasoned investment decisions.

 

  Firm At A Glance:

 

  Founded:

January 1, 1985

  Investment Professionals:

21 (19 with CFA designation)

  Assets Under Management:

$7.013 Billion

  Client Makeup (% by AUM):

Institutional (54%), Sub-Advisory (33%), Individual (13%)

  Ownership Structure:

LLP (privately held)
   
Above info as of 12/31/11
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