Congress Asset Management is an independent, privately owned boutique asset manager headquartered in Boston. Founded in 1985, we bring four decades of experience managing assets for institutions and intermediaries.

Our investment philosophy is rooted in a clearly defined, consistently applied approach focused on long-term capital appreciation and risk mitigation. We pursue these goals by constructing high-conviction, style-pure portfolios of high-quality stocks. All strategies are overseen by an Investment Policy Committee to ensure alignment with our investment tenets.

We believe that companies with strong fundamentals are best positioned to outperform across market cycles. Accordingly, we anchor our equity strategies in four core investment tenets: growth, profitability, franchise, and valuation. We invest in businesses that demonstrate:

• Positive revenue and earnings growth
• Strong competitive positioning within expanding industries
• Consistent earnings, profit margins, and positive free cash flow
• Leadership focused on core operations and aligned with stakeholders
• Prudent use of debt and leverage
• Reasonable valuation relative to history, peers, and economic conditions

We believe our organizational stability, independence, style purity, and disciplined investment approach position our strategies to potentially deliver consistent long-term performance—participating in up markets while mitigating risk in down markets—relative to their respective benchmarks.

This material is for information purposes only. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, Congress Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future.

This information was provided by Congress Asset Management.

The Csenge Difference.
As a completely independent firm following the highest fiduciary standards of business, you can count on us to make the complex clear. With 70+ advisors across 17 states, we have the expertise and knowledge to meet your unique needs. Our difference is our focus on client aspirations, portfolio construction, and regular management of financial, investment, and estate plans. You should expect nothing less.

Our sole purpose is to create better financial outcomes for our clients, which include affluent families and successful business owners with a long-term mindset.

This information was provided by Csenge.

Donoghue Forlines is a Boston-based tactical investment firm that has specialized in risk-managed portfolios since 1986. We offer a full suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives. Our solutions feature rules-based, fundamental, thematic, and blended strategies through Separately Managed Accounts, Model Strategies, Mutual Funds, ETFs, and VITs providing flexibility to meet the demands of today’s ever-changing market environment.

This information was provided by Donoghue Forlines.

Formed in 1988, Moody Alrich Partners (MAP) is an SEC registered investment advisor that has provided investment strategies to sophisticated clients for 30 years. Owners of MAP provide a permanent source of capital that has been used for working capital and seed capital to numerous investment strategies. While each opportunity has its own unique attributes, every endeavor pursued creates shared incentives and alignment of interests behind a common vision of building a premier investment organization. Our entrepreneurial culture emphasizes teamwork and flexibility and a strong commitment to the highest ethical standards.

Eastern Shore Capital Management (ESCM) was established in 2012 as a division of Moody Aldrich Partners, LLC with significant ownership held by the investment team. Eastern Shore exploits a market phenomenon known as the Quality Anomaly which refers to the consistent mispricing of quality companies that leads to their outperformance over time. Eastern Shore recognizes that positive change within a company can be as powerful as persistent excellence, invests in leaders and future leaders that are undervalued due to the unappreciated duration of positive fundamentals or positive change identified by qualitative and empirical factors.

This information was provided by Moody Alrich Partners (MAP).

Fiera Capital is a global multi-manager boutique headquartered in Montreal, Canada with approximately $116 billion in assets under management as of December 31, 2024 . The firm delivers customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary, and private wealth clients across North America, Europe, and key markets in Asia.

The comprehensive suite of U.S. Growth Equity strategies from the Fiera Apex team available at Orion combine rigorous bottom-up research with top-down thematic insights, focusing on identifying stable and emerging growth companies across various market capitalizations. The suite includes:
Small Cap Growth: Targeting high-potential companies within the Russell 2000 Growth Index.  
SMID Cap Growth: Investing in firms within the Russell 2500 Growth Index, poised for significant growth.

This information was provided by Fiera Capital.

Flexible Plan Investments (FPI) is a third-party active money manager offering risk-managed investment solutions designed for a wide range of investor goals. Since 1981, we’ve partnered with financial professionals to deliver portfolios that adapt to changing market conditions, using quantitative, rules-based methodologies grounded in decades of research and market experience.

Our quantitative investment approach centers on dynamically risk-managed strategies that seek to participate in market growth while mitigating downside exposure. These strategies include both tactical and strategic allocations, blending trend-following, momentum, and mean-reversion techniques, along with volatility management and alternative asset exposure when appropriate.
 
To learn more about how Flexible Plan Investments can support your practice and your clients, visit flexibleplan.com.

This information was provided by Flexible Plan Investments.