Portfolio Construction

 Rather than simply allocate assets, we construct  portfolios that can contain a full array of global
 asset classes. • Learn More


We offer a variety of resources intended to assist our clients with the imposing challenges created by accumulating wealth.  View Insights

 Firm FAQ

We've compiled some common questions we get from prospective clients who are trying to select a Wealth Management firm.  Read FAQ

Recent News

Sep 2016

Richard J. Barrett announced as new CIO

Richard J. Barrett has joined CWM as Chief Investment Officer (CIO). Mr. Barrett is charged with leading the firm’s portfolio construction process, which includes directing the expansion and enhancement of the firm’s investment strategies.
► Read the Press Release.


Recent Media

  • 1q17 MARKET UPDATE CALL: Congress Wealth Management introduces Rich Barrett as new CIO whos shares his outlook on the financial markets. Listen to the call here.


  • MARKET UPDATE CALL: Dan Lagan, the CEO and Chief Investment Officer at Congress Asset Management, and Simon Davis, Co-Head of International Equities at Putnam Investments, shared the call  to discuss the implications of Brexit on the US economy. Listen to the call here.

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