Wealth Management
Contango Capital Advisors, an affiliate of California Bank & Trust, offers a comprehensive array of wealth management services to the bank's clients.
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Through our affiliate, Contango Capital Advisors, we offer a comprehensive array of wealth management services and offerings to select California Bank & Trust clients.
Contango was established as part of the Zions Bancorporation network to meet the wealth management needs of wealthy individuals and families; private business owners; and foundations, endowments and nonprofits.
Contango's approach combines forward-looking quantitative analysis and risk management with an investment strategy targeted to meet each client's specific goals and aspirations.
Contango's services include:
- Life planning
- Estate planning
- Wealth preservation and transition strategies
- Philanthropic strategies
- Asset protection
- Wealth planning
- Goal/risk planning
- Portfolio development
- Asset allocation and investment
- Detailed performance reporting
- Small business financial strategies
- Exit, acquisition and sales advisory
- Valuations
- Transition and succession strategies
Find out how Contango Capital Advisors can help you meet your goals. For investment portfolios above $500,000, please contact:
Los Angeles/Orange Counties
Roy Grimes
Regional Market Manager
949-251-7762
roy.grimes@contangoadvisors.com
San Diego & Vicinity
Brad Belsheim
Wealth Manager
858-623-1935
bradley.belsheim@contangoadvisors.com
For investment portfolios between $50,000 and $500,000, please contact:
Los Angeles/Orange Counties
Allen Shui
Financial Advisor
949-252-7761
allen.shui@zionsbank.com
San Diego & Vicinity
Terry Willoughby
Financial Advisor
858-623-1940
terry.willoughby@contangoadvisors.com
San Francisco/Bay Area
Brian Weir
Financial Advisor
510-558-6013
brian.weir@contangoadvisors.com
Fresno
Diana Irwin
Financial Advisor
559-437-6214
diana.irwin@zionsbank.com
IMPORTANT NOTE:
Investment products and services offered through Contango Capital Advisors, Inc., a registered investment adviser and a nonbank subsidiary of Zions Bancorporation, are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value of amount invested.
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