At Contour Capital, we focus on the intersection of your life and your livelihood. We listen carefully to understand your needs and tailor financial strategies to meet them. We build partnerships with our clients: always keeping their interests first and measuring our success against the achievement of their goals.

Serving clients in Chicago, Seattle, Portland, San Francisco, Northern Michigan, and Reno/Tahoe.


Our Responsibilities to You

As a Registered Investment Advisor, Contour Capital has a fiduciary responsibility to you. This is a legal and ethical standard we are pleased and dedicated to abide by.

You can be assured that we will:

  • Act solely in your best interests.
  • Maintain your assets for the exclusive purpose of providing benefit to you.
  • Act with care, skill, and diligence as a prudent person would in similar circumstances.
  • Diversify your assets to minimize risk unless it is prudent to do otherwise.
  • Maintain your accounts in accordance with governing laws.
  • Perform investment decisions consistent with your objectives, guidelines, and restrictions.
  • Make full and fair disclosure to you of all material facts about our advisory relationship, particularly regarding conflicts of interest.
  • Respect the confidentiality of your information.

Unparalleled Customer Service

We believe that meeting face-to-face is still an important piece of working together. Contour Capital comes to you at your convenience to address your concerns, talk through financial strategies, and decide together how to proceed.

We are available whenever you need us.

Fee-Only Advising

Contour Capital is a fee-only advisor. We take no commissions for investment products we recommend to you.