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Our mission is to manage client's money with diligence, intelligence, and common sense, while remaining faithful to their investment objectives. We act as stewards of our clients' assets putting their financial needs first.
Our Clients
Financial Advisors
We work with financial advisors to provide strategies and accompanying resources to complement their investment practice. Our investment solutions are available through many of the largest banks, broker dealers, and registered investment advisory firms in the U.S.
Institutions
Our understanding of the unique needs of the Institutional marketplace has evolved through thirty years of collaboration with consultants and institutions to provide investment solutions and portfolio construction guidance.
Individual Investors
We look to protect and grow client wealth. We believe in a stable and sustainable investment philosophy that emphasizes preservation of capital and outperforms the market over time. Finally, we seek to limit volatility during market downturns.
Recent News
September 2017
Congress Asset completes the acquisition of Century Capital Management. Welcomes aboard Lanny Thorndike, Jeffrey Kerrigan, CFA & Eric Meyers, CFA.