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Congress Trust
Financial Planner in Boston MA
Areas of Expertise | financial planning | investment management | tax services | accounting services | asset management | mutual funds | estate taxes |
Is this your business?Claim it now to make a change or prevent unauthorized access.∞ 6 recommendations recommend -
Address
2 Seaport Ln Ste 500
Boston, MA
02210 -
Contact
tel (617) 428-7600
fax (617) 428-4399 -
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Online
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Map/Directions
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About
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 investin
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I've been doing this for 15 years
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Hours of Operation
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed