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Separately Managed and
Unified Managed Accounts
for Individuals

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We offer a broad range of equity and fixed income strategies delivered to investors through some of the premier broker/dealers in the industry through their Separately Managed Account programs and Unified Managed Account solutions. Ask your financial advisor about Congress Asset Management and how our portfolio's can help you and your financial goals or feel free to contact us for more information:

Rick Taussig, Sales Associate
800-234-4516 xt 4379
Rtaussig@congressasset.com

Steve Horton, Sales Associate
800-234-4516 xt 4316
Shorton@congressasset.com