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At Congress Asset Management Company we offer products and services that address the unique investment needs of Endowments, Foundations and Religious organizations. Our primary objective is to understand each of our client’s needs and to build solutions that reflect those needs within their investment portfolios. Our track-record of success extends from significant internal resources available to Not-for-Profits; they include professionals across the organization with expertise in portfolio management, SRI management, trading operations and a dedicated client service team.

Congress Asset Management offers socially responsible portfolio management on behalf of many of our institutional clients. Since client accounts are individually managed, we are able to accommodate a wide range of socially responsible objectives by individually tailoring portfolio screens around specific areas of concern to the client.  Please click here for more information our SRI capabilities.

For more information on how Congress Asset Management can serve your Non-profits investment needs, please contact our Institutional sales team at (800) 542-7888.