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Congress Trust, NA Managed Accounts for
   Individual Investors
Sub-Advisory Team Profiles

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bullet Institutional Investors
bullet Individual Wealth
   Management

Congress Asset Management entered the Managed Accounts marketplace participating in broker sponsored wrap programs in the early 1990’s. We offer a broad range of equity and fixed income strategies delivered to investors through some of the premier broker/dealers in the industry. At close to two decades of experience, we’ve become adept at tailoring our products to the needs of managed program sponsors and clients. Our experienced sales staff provides support to financial consultants across the country.

To find our more about our participation in Separately Managed Accounts & Unified Managed Accounts through broker sponsored wrap programs please contact Dan Cross, Vice President & National Sales Manager at (800)234-4516 ext 4335, or email dcross@congressasset.com