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Bank / Wealth / TrustRIA · CRD 128518SEC-Registered

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Contego Capital Group

Contego Capital Group is an SEC-registered investment adviser in EDINA, MN, registered since 2018. The firm manages approximately $88 million in regulatory...

Overview

Contego Capital Group is an SEC-registered investment adviser in EDINA, MN, registered since 2018. The firm manages approximately $88 million in regulatory assets. It has 8 employees and 8 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

Location

Region

North America

Country

United States

City

Edina

Corporate office

Minneapolis, MN, United States

Frequently asked questions

What is Contego Capital Group's investment philosophy?

The firm emphasizes capital preservation and long-duration compounding across public and private markets. Contego constructs portfolios that prioritize alignment of interests and risk-mitigated returns, favoring high-conviction allocations over broad diversification. The investment approach is shaped by a fiduciary, client-centric ethos rather than asset-gathering imperatives.

Is Contego Capital Group part of a larger financial institution?

No. Contego is an independently owned and operated firm headquartered in Minneapolis. It does not have legacy balance-sheet ties to a parent bank, insurer, or financial conglomerate, which allows its investment committee to make decisions free from product distribution requirements or institutional conflicts of interest.

What does the name 'Contego' signify?

Contego is derived from the Latin word for 'to protect' or 'to shield.' The name reflects the firm's core emphasis on capital preservation and deliberate, risk-conscious investment management. That protective instinct informs portfolio construction, manager diligence, and the firm's long-term orientation toward client assets.

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