Congress Wealth Management

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Congress Trust is a subsidiary of Congress Asset Management, an independent, multibillion-dollar investment advisor providing investment management services to the insurance industry since its inception in 1985. The company has the ability to provide custody and trustee services nationwide, including insurance trusts. Over the years, the company has worked with insurance clients to create customized solutions to meet clients ever-changing needs. 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.