Insights

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.


Current Perspectives:

  •   Market Update Conference Call (July 24th, 2018) ► PLAY AUDIO

  •   Market Update Conference Call (April 12th, 2018) ► PLAY AUDIO

  •   Market Update Conference Call (October 10th, 2017) ► PLAY AUDIO

  •   Market Update Conference Call (July 13th, 2017) ► PLAY AUDIO

  • SMA Manager of the Year Todd Solomon on Building a 'SWAN' Portfolio (July 2015)  PLAY VIDEO

  • 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.


Press Releases:

 

Recent News

06
Jul 2018

CWM named a Top RIA by Financial Times

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. This rating by the Financial Times is not indicative of our future performance and may not be representative of any one client's experience.
Congress Wealth Management LLC is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes independent RIA firms from across the U.S.
 Read the Press Release.

 

01
Jun 2018

CWM releases Cyber Safety Quick-Reference Guide

We've complied a  Cyber Safety Quick-Reference Guide with important tips to help protect yourself, your assets
and personal information.
 Download the Guide here (PDF)

 

 

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