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