Pursuing Quality
Durable Strategies for the Long-term Investor
Durable Strategies for the Long-term Investor
Congress is a privately owned boutique asset management firm built for investors seeking quality equity and fixed income strategies.
1985
$23.3B
(includes $9.3 billion in
non-discretionary/model assets)
28 Yrs
22 Yrs
Our Strategies
Equity
Large Cap Growth
Mid Cap Growth
Small Cap Growth
Dividend Growth
SMid Growth
Multi-Cap Growth
Small Cap Value
Balanced
Large Cap Balanced
Multi-Cap Balanced
Fixed Income
Core Fixed
Intermediate Fixed Income
Intermediate Credit
Short Term Govt/Credit
Large Cap Growth
Mid Cap Growth
Small Cap Growth
Dividend Growth
SMid Growth
Multi-Cap Growth
Small Cap Value
Large Cap Balanced
Multi-Cap Balanced
Core Fixed
Intermediate Fixed Income
Intermediate Credit
Short Term Govt/Credit
Our Competitive Edge
Congress constructs quality portfolios with an emphasis on style purity to help investors grow capital over the long term.
Organizational Stability
Style
Purity
Long Term Capital Growth
Our Team
We are aligned professionals who bring together extensive industry expertise to craft focused investment solutions.