Contego, means “ to safeguard, to protect” in Latin. This is at the heart of what we strive to do.
At Contego, our investment philosophy has never been defined by the traditional. We are indeed not like everyone else.
We craft strong portfolios by incorporating strategies that are not correlated to traditional stocks and bonds. This helps reduce your chance of loss, reduces your volatility, and provides you with a much better opportunity to achieve consistent returns. Combining this with our strong focus on tax-efficiency provides a very compelling wealth management service for our clients.
Our portfolios have much in common with the SMART MONEY portfolios of renowned institutions and endowments. These groups deploy their capital in a way that is entirely different than the average investor.
Does your portfolio look like it was designed by SMART MONEY?
If you’re looking for something better feel free to reach out.
See what services Contego Wealth Management provides HERE.
Trevor Johnson of Contego Wealth Management joins other panelists to discuss alternative investments and how they fit into a modern portfolio. This segment would be interesting viewing for anyone wanting information and education on alternatives in the current environment. Trevor discusses his thoughts on the alternatives landscape, different types of alternatives, and how the macro environment impacts the decision on which alternatives to own for clients.