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

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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.


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