Congress Asset Management Company, LLP

Overview

Congress Asset Management Company, LLP is a privately owned asset management firm based in Boston, Massachusetts, specializing in equity and fixed income strategies for long-term investors. Founded in 1985, the firm manages approximately $23.2 billion in assets under advisement, including $9.0 billion in non-discretionary/model assets as of December 31, 2025. The firm's portfolio managers have an average of 27 years of investment experience and 21 years of tenure at Congress Asset Management. The firm offers a range of equity and fixed income strategies, including Large Cap Growth, Mid Cap Growth, Small Cap Growth, Dividend Growth, SMid Growth, Multi-Cap Growth, Small Cap Value, Balanced, Core Fixed, Intermediate Fixed Income, Intermediate Credit, and Short Term Government/Credit. Congress Asset Management emphasizes style purity and long-term capital growth, focusing on investing in quality companies to help clients grow capital over the long term. Congress Asset Management is a privately owned firm with a collaborative culture, aiming to provide quality-driven investment experiences. The firm's investment philosophy is centered on building style-pure portfolios and maintaining organizational stability. The team consists of seasoned professionals dedicated to crafting focused investment solutions, with an average of 27 years of investment experience and 21 years of tenure at Congress Asset Management.