Firm Tenets
Collaboration
Quality
Alignment
Our focused approach—and the solutions we design—benefit from a collaborative culture where ideas, strategies and relationships are analyzed, optimized and built based on the experience of a connected and aligned team.
Every aspect of our firm is viewed through a quality lens. From the discovery of opportunities to the risk-managed research process we use to vet them, we are uncompromising in our commitment to a quality-driven investment experience.
Founded on the values of family, focus, and financial strength, we operate with a specialized mandate and an independent vision that helps maximize the long-term performance potential of our concentrated, best idea portfolios.
At Congress Asset Management, we are committed to doing things the right way to help the people we serve.
