Dan Lagan Chris Lagan

Our Story

 

Founded in 1985 by Alfred “Al” Lagan, Congress Asset Management Company is a boutique, SEC registered, family-owned, investment management firm based in Boston, MA. The firm was built with the strong conviction that the client’s needs come first. Under the guiding principle of “Growth at Reasonable Risk,” the firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies.

 

Congress grew under the leadership of Al’s sons, Dan and Chris, who apply the same model to a larger array of client-types. The firm serves endowments, foundations, high net worth individuals, 401k plans, and advisory platforms through a diversified suite of investment products and services.

 

Pictured: Chris Lagan, COO (left) and Dan Lagan, CEO (right)

 

 

1985

Al Lagan founded Congress Asset Management company

$8.7 B

Enterprise Assets as of 3/31/2017

50+

Number of Professionals on staff

23 yrs

average experience  of our portfolio managers

18

CFA Charterholders

18

investment Strategies offered

Why Choose Us?

 

You look for high conviction, concentrated portfolios that have the potential to magnify the impact of security selection over time.

You understand the benefit of working with seasoned investment professionals who have managed assets through multiple market cycles. The Portfolio Management team at Congress averages 23 years of investment experience.

 

You value a firm with an independent ownership structure. An employee owned firm, we act solely in accordance with our client's best interests.  We employ a collaborative, consistent, approach to managing assets.

 

You are seeking a manager with a lean organizational structure, where well-reasoned investment decisions are made quickly and decisively.

 

 

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Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

© Congress Asset Management Company 2016

Dan Lagan Chris Lagan

Our Story

 

Founded in 1985 by Alfred “Al” Lagan, Congress Asset Management Company is a boutique, SEC registered, family-owned, investment management firm based in Boston, MA. The firm was built with the strong conviction that the client’s needs come first. Under the guiding principle of “Growth at Reasonable Risk,” the firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies.

 

Congress grew under the leadership of Al’s sons, Dan and Chris, who apply the same model to a larger array of client-types. The firm serves endowments, foundations, high net worth individuals, 401k plans, and advisory platforms through a diversified suite of investment products and services.

 

Pictured: Chris Lagan, COO (left) and Dan Lagan, CEO.

Dan Lagan Chris Lagan