01-02-2025 – Insights
Economic Outlook & Market Review 1Q25
Pursuing Quality
Durable Strategies for the Long-term Investor
Durable Strategies for the Long-term Investor
Congress is a privately owned boutique asset management firm built for investors seeking quality equity and fixed income strategies.
1985
Founded
$23.7B
AUM
(includes $9.5 billion in
non-discretionary/model assets)
(includes $9.5 billion in
non-discretionary/model assets)
28 Yrs
Average PM Experience
22 Yrs
Average PM Tenure
Our Strategies
We offer equity and fixed income strategies across investment vehicles and structures to meet client objectives.
Equity
Large Cap Growth
Mid Cap Growth
Small Cap Growth
Dividend Growth
SMid Growth
Multi-Cap Growth
Small Cap Value
Balanced
Large Cap Balanced
Multi-Cap Balanced
Fixed Income
Core Fixed
Intermediate Fixed Income
Intermediate Credit
Short Term Govt/Credit
Large Cap Growth
Mid Cap Growth
Small Cap Growth
Dividend Growth
SMid Growth
Multi-Cap Growth
Small Cap Value
Large Cap Balanced
Multi-Cap Balanced
Core Fixed
Intermediate Fixed Income
Intermediate Credit
Short Term Govt/Credit
Our Competitive Edge
Congress constructs quality portfolios with an emphasis on style purity to help investors grow capital over the long term.
Organizational Stability
A privately owned firm with the checks & balances needed for collaborative, independent, and disciplined decision-making dating back to 1985.
Style
Purity
A consistent investment philosophy focused on building style-pure portfolios.
Long Term Capital Growth
A 40-year track record of investing in quality companies with the goal of growth over the long term.
Our Team
We are aligned professionals who bring together extensive industry expertise to craft focused investment solutions.
