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Congress Trust, NA Individual Wealth
   Management

Congress Asset Management began business in 1985 to serve institutional clients, and it’s still our primary business today. We offer separately managed accounts, and mutual funds for a range of institutions, such as corporations, non-profit enterprises, public funds and Taft-Hartley plans.

Our team is comprised of experienced financial services professionals dedicated to building strong, value-added relationships with clients and consultants. Please choose an option from the menu at left to learn more about our line of Institutional offerings, or contact our Institutional sales team at (800) 542-7888 or Institutional@congressasset.com.