Our clients expect innovative thinking and guidance. As financial industry thought leaders, we regularly share current perspectives on market trends through a variety of media, including but not limited to news articles, white papers, video, webcasts, and educational events.
Feature► CWM Offers Thought Leadership to Industry Events...
|Members of the CWM Management Team offered their thought leadership to recent industry events. Ken Zannoni, the firm's Managing Director presented on 'Asset Allocation and Retirement Planning' at the Fidelity Investments Wealth Advisor Services Symposium in Boston on May 10th, 2016. Paul Lonergan, the firm's President, represented our Connecticut office at the Legacy Planning Symposium offered by Fidelity in Trumbull, CT on May 12th, 2016. Paul also participated in a panel discussion on 'market volatility' at the Private Wealth New England Forum in Boston, MA on May 17th, 2016.|
1Q17 Investement Commentary by Richard J. Barrett, CIO [Read PDF Version]
2016 Year-End Investment Letter by Richard J. Barrett, CIO [Read PDF Version]
Spotlight On: Impact Investing ► [Read our Impact Investing Primer]
For Institutional Investors: Liability Driven Investing by Matthew Leahy CFA ► [Read White Paper]
Market Update Conference Call (July 13th, 2017) ► PLAY AUDIO
Market Update Conference Call (January 20th, 2017) ► PLAY AUDIO
DISCLAIMER: All conference call recordings and videos ("media") are provided for informational purposes only. Congress Wealth Management, LLC (“CWM”) believes the information presented to be accurate and reliable but does not warrant it as to completeness or accuracy. This media may include candid statements, opinions and/or forecasts, including those regarding investment strategies and economic and market conditions; however, there is no guarantee that such statements, opinions and/or forecasts will prove to be correct. All such expressions of opinions or forecasts are subject to change without notice. Any projections, targets or estimates are forward looking statements and are based on CWM’s research, analysis and assumption. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. This media is not a complete analysis of all material facts respecting any issuer, industry or security or of your investment objectives, parameters, needs or financial situation, and therefore is not a sufficient basis alone on which to base an investment decision. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this email. No portion of this media is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Investing entails the risk of loss of principal.
Currently there are no events scheduled. Please check back soon.
In the Community:
Every Congress Wealth employee is strongly encouraged to get involved in the community with an organization(s) of their choice. Some recent events held by such groups are highlighted below, including the first lecture in our CWM Speaker Series "Leadership in Turbulent Times" featuring Prof. Nancy Koehn of Harvard Business School . For a list of the groups we support please visit out firm profile page.
Salim Botagy joins Congress
Congress Wealth Management is proud to announce the hiring of Salim Boutagy, CFP® as a Financial Advisor for the firm. Mr. Boutagy will be responsible for supporting the high net worth client relationships in the Connecticut and New York regions and contributing to the growth of the Westport office. Read the press release here.
CWM named a Top RIA by Financial Times
|Congress Wealth Management was named one of the Top 300 Registered Investment Advisers by Financial Times for the second consective year.|
|► Read the Press Release.|