Our Story
Founded in 1985 by 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. The firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies.
Congress continues to grow 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, pension plans, 401k plans, and advisory platforms through a diversified suite of investment products and services.
Pictured: Chris Lagan, President (left) and Dan Lagan, CEO (right)
1985
Al Lagan founded Congress Asset Management company
$17.9 billion
Assets Under Management
as of 3/31/2023 (includes model management assets)
60+
Number of Professionals on Staff
25
CFA Charterholders
15
Strategies Offered
27 Years
Avg. Years of Experience of Our Portfolio Managers
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300