It is hard to believe it has already been more than a year since Congress Wealth Management (“Congress”) acquired Pinnacle Advisor Solutions. We have been working diligently over the past year to ensure a seamless transition and integration of our team into Congress and to improve our offering to advisors.
We are excited to launch a new website with our new branding. The new website has a bold, modern look with simple navigation offering quick user access to the frequently added content. Blog articles and podcasts have been given prominent visibility on the homepage while the dropdown menus make for quick access to more specific information about our Strategic Partnership and Continuity and Succession offering.
As part of our website redesign, we have created a new and improved Advisor Center exclusively for our Strategic Partners. The Advisor Center acts as a portal where we share important information and documents with the advisors who are a part of our Strategic Partnership. The Investment Center includes information on trades made within the portfolios, replays of our monthly Investment Committee meetings and other important communications from the Investment Team. Our Operations Center has been redesigned and upgraded to streamline the communication between Strategic Partners and our Client Service Team and traders. All communication is secure both while information is in transit and while at rest, and the progress of all requests is easily followed in the portal.
New Investment Strategy Series
As part of our ongoing effort to continually provide the best options to advisors and their clients, we have introduced the Strategic Market Hybrid Strategy, which is our first investment strategy to include single stocks. The new strategy is a combination of Congress’ Strategic Market Strategy and various Congress Asset Management equity separately managed accounts. Strategic Market Hybrid offers three risk models – Conservative, Growth and Appreciation. The goal of this new strategy is to provide exposure to a broad asset allocation baseline and seeks outperformance from the actively managed individual equities.
Our team is in the final stages of migrating our clients to Black Diamond for portfolio management. Black Diamond offers expanded capabilities for our Investment Team and improved reporting and integrations for our Strategic Partners and their clients.
While most of these changes have been going on behind the scenes, we have continued to work in support of our Strategic Partners. While goodbyes are often bittersweet, we are proud to have helped two of our long-standing Strategic Partners transition from advisor to retiree. Both advisors were a part of our Strategic Partnership program and of our PRISM program. Many years ago, they transitioned their clients to our investment platform, which made for an easy path when they decided to retire. We worked with the Strategic Partners to identify a Congress wealth manager who would assume the clients and together the two worked together to pass the client relationship from our Strategic Partner to our wealth managers. And while we said some goodbyes over the past year, we have been thrilled to welcome new Strategic Partners too!
It has indeed been a busy twelve months. And while we will continue to work to improve our offering for advisors and our support of our Strategic Partners, we look forward to enjoying some time off this summer. We hope you too will find time to relax and refresh this summer!
Senior VP, Strategic Partnerships
Congress Wealth Management LLC (“Congress”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. For additional information, please visit our website at congresswealth.com or visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with Congress’ CRD #310873.
This note is provided for informational purposes only. Congress believes this information to be accurate and reliable but does not warrant it as to completeness or accuracy. This note may include candid statements, opinions and/or forecasts, including those regarding investment strategies and economic and market conditions; however, there is no guarantee that such statements, opinions and/or forecasts will prove to be correct. All such expressions of opinions or forecasts are subject to change without notice. Any projections, targets or estimates are forward looking statements and are based on Congress’ research, analysis, and assumption. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. This note is not a complete analysis of all material facts respecting any issuer, industry or security or of your investment objectives, parameters, needs or financial situation, and therefore is not a sufficient basis alone on which to base an investment decision. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this note. No portion of this note is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Investing entails the risk of loss of principal.
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