Edina, MN Metro Blvd Office

Contego Capital Group is a SEC‑registered investment adviser that primarily serves high‑net‑worth individuals, trusts, estates, small businesses, pooled investment vehicles and charities. The firm provides discretionary asset management, sub‑advisory services to other advisers, and retirement‑plan (3(21)/3(38)) advisory roles, and it also offers written financial planning on a flat‑fee basis.

Contego manages client portfolios on a discretionary, percentage‑of‑assets basis and states it builds strategies around asset allocation and security selection using fundamental, technical and cyclical analysis, with account reviews at least annually. The firm executes trades through selected custodians, aggregates orders when practicable, and allows clients to impose written investment restrictions that may modify engagement.

Distinctively, Contego serves investment‑company clients and acts as a sub‑advisor — including a joint‑venture/sub‑advisory relationship with the AlphaCentric Robotics & Automation mutual fund — and its management persons also serve as portfolio managers for that fund, a relationship the brochure identifies as a material conflict managed through disclosures and procedural controls. The firm reports roughly $88 million in discretionary assets across under 100 client relationships and discloses that some supervised persons maintain outside broker‑dealer and insurance activities and that the firm may receive soft‑dollar research, all items prospective clients should review.