General Info

Since 1985, Congress Asset Management has maintained a reputation in the investment management community. Currently managing more than $3 billion in assets, the company specializes in diversified portfolios for high-net-worth individuals and institutions, encompassing both equity and fixed-income securities. The company s selection process begins with all securities whose market capitalization is between $500 million and $5 billion. Fundamental analysis is done to select companies who can deliver consistent, above average earnings growth. The company s investment policy committee members are financial professionals with many years of diversified investment experience. Collectively, these committee members advocate an integrated approach toward investing. The combination of expertise and a team decision-making process is designed to reach timely, well-reasoned investment decisions. The company is headquartered in Boston.