Congress Mid Cap Growth Portfolio Honored

 

 

Congress Asset Management is proud to announce that Envestnet | PMC and Investment Advisor magazine recently named the Congress Mid Cap Growth Portfolio as a winner in the U.S. Small, Smid, Mid Cap Equity Category for the 2022 Asset Manager of the Year Awards.  Congratulations to the Mid Cap Growth Investment Policy Committee and Chairman Todd Solomon, CFA on this honor.

Disclosure

 

There is no cost and no application on the manager’s behalf in order to obtain this award. There are no cash or non-cash contributions for recipients of this award.  Managers must be participants on the Envestnet platform and open to new investments on such platform in order to be eligible for the award. As such, Envestnet is a client.  Past performance, including this recognition, is not indicative of future results.

 

The selection process takes about two months and begins with the Envestnet team of analysts who research each category for best-in-class managers by using a number of quantitative and qualitative metrics (the number of managers in each category varies). In addition, the analysts meet with most management teams to narrow the field in each category, which is between 30 to 200 managers. The finalists are culled from thousands on the Envestnet platform by PMC analysts, rated by category, and then reviewed by the judging committee. To be considered for an award, the portfolio manager should have $200 million in assets and three years of experience (this can fluctuate according to the robustness of each category.) Although performance is a key ingredient in selecting winners, longer-term consistency in performance is key.

The analysts make detailed presentations of top choices to the judging committee, which then deliberates and votes on the winners. The selection committee consists of Envestnet | PMC Chief Investment Strategist Tim Clift; Managing Director Erik Preus, CFA; Co-Chief Investment Officer Dana D’ Auria; Investment Advisor Editor-in-Chief Janet Levaux; and Managing Editor Ginger Szala.

 

Please use the following link for all award recipients

 

Our mission is to manage client's money with discipline and conviction while remaining faithful to their investment objectives.  We are stewards of our clients' assets putting their financial needs first.

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Daniel Lagan, CFA

CEO | Chief Investment Officer

Two Notable Promotions

We are pleased to announce the recent promotions of Chris Lagan, CFA to the position of President and Marc Pezzuto, CFA to Director of Operations.

 

Chris Lagan, CFA

President

Marc Pezzuto, CFA

Director of Operations

Mid Cap Growth Envestnet Award Disclosure:

There is no cost and no application on the manager’s behalf in order to obtain this award. There are no cash or non-cash contributions for recipients of this award.  Managers must be participants on the Envestnet platform and open to new investments on such platform in order to be eligible for the award. As such, Envestnet is a client. Past performance, including this recognition, is not indicative of future results.

 

The selection process takes about two months and begins with the Envestnet team of analysts who research each category for best-in-class managers by using a number of quantitative and qualitative metrics (the number of managers in each category varies). In addition, the analysts meet with most management teams to narrow the field in each category, which is between 30 to 200 managers. The finalists are culled from thousands on the Envestnet platform by PMC analysts, rated by category, and then reviewed by the judging committee. To be considered for an award, the portfolio manager should have $200 million in assets and three years of experience (this can fluctuate according to the robustness of each category.) Although performance is a key ingredient in selecting winners, longer-term consistency in performance is key.

 

The analysts make detailed presentations of top choices to the judging committee, which then deliberates and votes on the winners. The selection committee consists of Envestnet | PMC Chief Investment Strategist Tim Clift; Managing Director Erik Preus, CFA; Co-Chief Investment Officer Dana D’ Auria; Investment Advisor Editor-in-Chief Janet Levaux; and Managing Editor Ginger Szala.

 

 

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