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

Founded

$23.3B

AUM
(includes $9.3 billion in
non-discretionary/model assets)

28 Yrs

Average PM Experience

22 Yrs

Average PM Tenure

Our Strategies

We offer equity and fixed income strategies across investment vehicles and structures to meet client objectives.

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.

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Organizational Stability

A privately owned firm with the checks & balances needed for collaborative, independent, and disciplined decision-making dating back to 1985.

Style
Purity

A consistent investment philosophy focused on building style-pure portfolios.

Long Term Capital Growth

A 40-year track record of investing in quality companies with the goal of growth over the long term.

Our Team

We are aligned professionals who bring together extensive industry expertise to craft focused investment solutions.

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