Congress Asset Management

More Info

General Info

Since 1985, Congress Asset Management has maintained a reputation in the investment management community. Currently managing more than $3 billion in assets, the company specializes in diversified portfolios for high-net-worth individuals and institutions, encompassing both equity and fixed-income securities. The company s selection process begins with all securities whose market capitalization is between $500 million and $5 billion. Fundamental analysis is done to select companies who can deliver consistent, above average earnings growth. The company s investment policy committee members are financial professionals with many years of diversified investment experience. Collectively, these committee members advocate an integrated approach toward investing. The combination of expertise and a team decision-making process is designed to reach timely, well-reasoned investment decisions. The company is headquartered in Boston.

BBB Rating

A+

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Extra Phones

Phone: (617) 737-4334

Phone: (617) 557-1799

Phone: (617) 428-7600

Phone: (617) 737-1566

Fax: (617) 428-4399

TollFree: (800) 234-4516

Location

Seaport East

Neighborhoods

Seaport District, D Street - West Broadway, South Boston

AKA

Tremont Asset Management

Congress Trust

Congress Asset Management Co

Other Links

http://www.thefurnituretrust.org

https://www.congressasset.com

http://congressasset.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

Reviews

Details

Phone: (617) 428-4300

Address: 2 Seaport Ln Ste 500, Boston, MA 02210

Website: http://www.thefurnituretrust.org