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 Consultant Newsletter (NEW!)
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Our approach to Consultant Relations at Congress Asset Management is to strive to translate the firm’s best investment thinking into actionable ideas for investment consulting firms and their clients. We provide value-added insight concerning the broader implications of an investment product or strategy and provide timely investment product information required by consulting firms. Our dedicated Consultant Relations personnel provides a single point of contact for investment consulting professionals requiring information on the products we manage.
Recognizing the important role investment consulting firms serve in their client’s investment management process, we endeavor to understand and satisfy the custom needs of each firm. With increasingly sophisticated products and services on the market, along with greater volatility and regulation - consultants play a more crucial role than ever before. Our goals in providing institutional management services, are completely aligned with those of the consultants: an emphasis on ethics, a perseverance in our investment discipline, and an open approach to communication and service.
For more information on how Congress Asset Management can serve you and your institutional clients, please contact Mike Reardon at (617) 428-4359 or email Mike. 
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