Close Close

SMA Manager of the Year Todd Solomon on Building a 'SWAN' Portfolio

Your article was successfully shared with the contacts you provided.

Todd Solomon is portfolio manager for Congress Asset Management’s Mid-Cap Growth strategy, SMA Manager of the Year for 2015 in the U.S. Equity Small- or MidCap category.

In this video, Solomon points out that “We’re usually not the only manager that’s been put together by an advisor for the solution for a client. We want to make sure we live up to our part of the bargain,” while also delivering a “SWAN” portfolio that lets investors (and advisors) “Sleep Well At Night.”

For more on the 2015 SMA Managers of the Year, see the ThinkAdvisor landing page.


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.