The "Congress Complex"

Overview

Congress Wealth Management, LLC works in a strategic partnership with its affiliate Congress Asset Management Company as a Core manager to provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well reasoned investment decisions. Since its founding in 1985, Congress Asset Management Company has maintained a respected reputation in the investment management community. Currently managing more than $7 billion in assets, they specialize in diversified portfolios for institutions and sub-advisory clients, encompassing both equity and fixed income securities. This Core relationship is complimented by our partnerships with a variety of world-class Satellite investment managers, offering the potential of higher levels of active alpha and exotic beta.  Examples include REITs, commodities, high yield bonds and emerging markets.

Beginning with the founding of our affiliate Congress Asset Management in 1985, our complex has maintained a respected reputation in the investment management community. Collectively managing more than $7 billion in assets, we specialize in diversified portfolios for institutions and high net worth individuals, encompassing both equity and fixed income securities. We maintain a total commitment to our clients and dedication to successful investment management on their behalf.

Our service and investment processes are designed to reach timely, well reasoned investment decisions. As a privately held firm that is owner-managed, we provide a natural alignment of interests between our firm’s principals and our clients. A heritage of fiduciary responsibility combined with a uniquely modern approach to wealth management allows us to meet the needs of today’s successful families and institutional clients.


A Strategic Partnership with a Common Goal: Your Financial Well Being

 

Focus

Wealth Management and Advisory Services

Portfolio Construction and Asset Management, including Fixed Income, Equity, Tactical ETF and Private Equity Management

Deliverables

  • Integrated Financial Planning
  • Portfolio Construction
  • Coordination with your Trust, Estate & Tax Advisors
  • Customized & Personalized Client Service
  • A diverse suite of institutional-quality financial products and Portfolio Construction Services
  • Disciplined Execution
  • Experienced Investment Professionals

Firm Snapshot

Inception: 2009
Employees: 18
AUM: $1.2 billion
Clients: HNW Individuals & Families

Inception: 1985

Employees: 52 (24 CFA’s) 
AUM: $7 billion 
Clients: Institutions, Sub-Advisor 
 

► Credentials & 
     Professional Affiliations

By participating in a strategic partnership with our affiliate Congress Asset Management, our "Congress complex" provides our clients with a deep, experienced team of investment professionals uniquely qualified to handle every aspect of their wealth management needs. The Congress Complex includes1:
  • 25 Chartered Financial Analysts (CFA).
  • 11 Masters Degrees
  • 5 Certified Financial Planners (CFP®) 
     

► Transparency

We strive to deliver objective guidance in achieving your goals and managing risks, as well as transparency in client investments and fees. All of the assets we manage are held in a separate custodial account and further protected through regular audits, reviews, regulatory examinations, and performance reports by respected, independent fiduciaries.
  • Primary Custodians:
    • Fidelity Investments
    • TD Ameritrade
  • Custody Examination:
    • Ashland Partners 
  • Legal Representation:
    • Posternak Blankstein & Lund LLP
    • K&L Gates LLP
  • Performance Reporting:
    • Black Diamond Performance Reporting

1- This data reflects the credentials and affiliations for both Congress Wealth Management and its affilate COngress Asset Management Company as of 6-1-15.

 

 

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