A complete list of active advisors currently associated with Congress Asset Management Company, LLP

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Congress Asset Management provides discretionary portfolio management, model portfolio and sub‑advisory services to a broad mix of institutional and individual clients, including Taft‑Hartley pension plans, mutual funds, collective investment trusts, wrap accounts, and financial intermediaries. The firm reports approximately $14.2 billion in regulatory assets under management and serves about 8,019 client relationships across 15 investment professionals, resulting in a relatively high client‑to‑advisor ratio. The firm’s investment approach is research‑driven and primarily bottom‑up, with investment policy committees (IPCs) overseeing long‑term, high‑active‑share growth equity and diversified fixed‑income strategies implemented with moderate turnover and a focus on earnings growth, cash flow, and valuation; ESG, SRI, and tax‑sensitive variants are offered on request. Congress Asset also operates a sizable model‑portfolio business delivered to UMA/wrap sponsors and uses soft‑dollar research and an Investment Oversight Committee to govern process and trade execution. Distinctive features noted in the brochure include a distribution relationship with an unaffiliated broker‑dealer (Quasar) where some employees are separately licensed as registered representatives and may effect transactions in the Congress Funds, and a substantial model‑delivery footprint (nearly $9.0 billion in model assets) alongside its mutual fund, ETF, and CIT offerings. The firm makes fund prospectuses, statements of additional information, and ETF documents available online and discloses proxy‑voting practices (including typically following AFL‑CIO recommendations for Taft‑Hartley clients), practices that can influence how performance and voting outcomes are presented to different client groups.

To learn more about the advisors currently working at Congress Asset Management Company, LLP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.