Contego Capital Group, Inc.

Contego Capital Group, Inc. is a registered investment advisor based in Edina, MN, established in October 2003. The firm offers asset management services, including discretionary management where clients authorize Contego to make investment decisions without specific approval. They also provide sub-advisory services and ERISA plan services, acting as a fiduciary to assist plan sponsors with investment decisions. Contego charges an annual investment advisory fee based on total assets under management, with fees billed monthly or quarterly in advance. The firm primarily serves individuals, small businesses, trusts, high net-worth individuals, and charities, with a minimum account size requirement of $250,000 that may be waived at Contego's discretion. Investment strategies include fundamental analysis, technical analysis, and cyclical analysis, with a focus on factors like risk tolerance and investment objectives. The firm's advisors, Robert Branton, Ryan Carlson, Kurt Wedewer, and Matthew Wicklund, have diverse educational backgrounds and business experiences in finance, law, and insurance. They are supervised by the Chief Compliance Officer, who oversees their advisory services and ensures compliance with regulations. Contego does not engage in performance-based fees, side-by-side management, or receive economic benefits from external sources. The firm emphasizes transparency, client education, and a fiduciary duty to act in the best interest of clients. Clients receive regular account statements, and the firm's advisors do not recommend securities in which they have a material financial interest.