Your financial story, goals and future all add up to an investment portfolio that is yours and yours alone.
Life Changes
Just as important as finding the right investments – and the right balance of investments – for you is working to ensure that those investments and that balance remain appropriate.
That means your advisor will ask to meet or speak with you regularly to review your investment goals and financial situation as well as to determine what in your life may have changed. Perhaps you were recently married – or have a new grandchild. Maybe you are seriously considering retiring – or maybe you're contemplating starting a new business.
Whatever that change may be, it could have a substantial impact not only on the actual assets you invest in, but also on how long you hold them and whether they should be held in a trust or other structure.
Although a change may not seem particularly dramatic to you, it could still have consequences for your portfolio. Your Contango advisor will help you assess whether your investments should be updated.
Investment Management
Even if your life is relatively stable, the financial world is always in flux. That’s where our investment and portfolio management teams step in.
Our portfolio management team monitors your account for any change that would cause it to deviate from the investment goals you have defined. Based on the terms of your agreement with Contango, team members will work with you and your Contango advisor to bring it back in line.
Our investment managers and strategists stay in close touch with your Contango advisor. Should they identify an opportunity that complements your current portfolio, you can be sure your advisor will know – and will work with you to determine whether that opportunity is appropriate for you, given your specific circumstances.
Similarly, our investment management and strategy teams are rigorous in their ongoing assessments of the markets, of the fund managers we have chosen and of the classes of assets we recommend. They regularly conduct sophisticated modeling and risk analysis, measuring the balance between yield and volatility and how best to diversify in a changing world.
Our Investment Strategy Group and our Investment Committee might find that we need to tweak one or more of our investment strategies, replace a particular investment or fund manager or add a new asset category.
In addition to determining an asset allocation designed to meet your specific goals, we actively manage your portfolio – as market circumstances and our views change, we adjust your portfolio appropriately.
