Congress Asset Management

Founded: 1985
Mutual Fund SMA
Employees: 51-200
Type: private
AUM (in Billions): 9.1
Company Phone: 800-234-4516
Sales Phone:

Founded in 1985 by Alfred “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. Under the guiding principle of “Growth at Reasonable Risk,” the firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies. Congress grew 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, 401k plans, and advisory platforms through a diversified suite of investment products and services.

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SVP of Sales and Strategy
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Anthony Segala
Anne Steer
Greg Fulginite
Dave Onan
Huston Stewart