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The starting point of Congress Asset Management’s mission is to strive to provide clients consistently superior investment returns combined with the highest level of service. Our commitment to these goals has been unwavering since our founding in 1985 as institutional manager of growth equity assets.
Today, while our product line and distribution have expanded; our focus on the institutional marketplace remains unchanged. We remain an independent, privately held firm, emphasizing ethics and open communication with clients.
Our many longtime clients stay with us for a variety of reasons: our no-surprises approach, our commitment to our discipline, and our availability for meetings, presentations, manager calls and other service opportunities. We focus on security selection, and know well the companies we own; we require market liquidity for the companies we hold, which is helpful in meeting the spending needs of retirement or insurance pools.
We provide insurance industry clients with services that include portfolio management, strategic solutions, risk management and investment operations. Our investment process is structured to seek to achieve each insurance client's specific objectives with less volatility than the benchmark which reflects the client's risk objectives/expectations, income orientation or liability cash flows.
For more information on how Congress Asset Management can serve your Retirement or Insurance investment needs, please contact our Institutional sales team at (800) 542-7888.
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