Strategic Advisory Group
If you prefer to retain control of your own investment decisions, but are seeking insight and analysis that go beyond what you’ve obtained from your broker in the past, then Contango’s Strategic Advisory Group (SAG) may be the right choice for you.
The Strategic Advisory Group is designed for investors who:
- Are seeking an independent appraisal of their current holdings.
- Want to buy and sell their own securities while drawing on Contango’s technical analysis and portfolio development experience.
- Would like access to the securities that we offer through our managed accounts, many of which are typically available only to large institutional investors.
- Are worried about having a concentration of assets in a particular investment.
- Want to maximize the return on significant amounts of cash they need to hold while having ready access to the funds.
- Would benefit from risk mitigation and portfolio transition strategies.
- Are seeking to understand and control risk through analytic tools such as value-at-risk measurement, stress testing and “what if” analysis.
We do not provide investment advice on individual securities. However, we can suggest – and help you put to work – strategies designed to earn more on assets that you need to keep liquid or to unlock liquidity from your longer-term portfolio.
