Union & Public Funds

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Manged Accounts
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Congress Asset Management has offered investment services to Union plans since the founding of the firm in 1985. In fact, many of our first clients were Taft-Hartley plans, and they remain clients today. The 23 years they have spent with us is evidence of our commitment and support of jointly trusteed benefit plans.

In addition to the public sector clients we work with, we currently serve jointly trusteed benefit plans with combined assets under management exceeding $2 billion. Current client plans include national, regional, state and local funds and industries as construction, electronics, hotel and restaurant, iron and steel, plumbing, and printing and publishing. We manage assets according to trustee guidelines and objectives and do not stray from our mandate.

For more information on how Congress Asset Management can serve Union or Public Fund investment needs contact our Institutional sales team at (800) 542-7888.