Contravisory Investment Management, Inc.
Firm details
- Headquarters
- Norwell, Massachusetts
- CRD number
- 109767
- Registered since
- March 25, 1973
- Website
- www.contravisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI61.1%
- Pooled Investment Vehicles13.05%
- Individuals11.09%
- Corporations / Businesses8.56%
- Pension & Profit Sharing Plans3.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSecurity Ratings / Pricing Services
Firm profile
FINTRXOverview
Contravisory Investment Management, Inc. is an independent registered investment adviser (SEC registered in 1973) that serves both individual/family and institutional clients across multiple states. The firm is structured as a corporation owned by an individual and offers discretionary portfolio management, financial planning, and pricing/ratings services. It also acts as sponsor, general partner, or managing member for pooled investment vehicles. Fee arrangements include a percentage of assets under management and performance-based fees, which aligns with the firm’s management of pooled and hedge fund vehicles. Contravisory does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds11%
- Private Funds7%
- US Government Bonds2%
Owners & executives
3 of 3
Matthew Sullivan
Chief Compliance OfficerCRD 5479284
William Noonan
President and CEOCRD 2305282
Philip Noonan
Director & Chief Operating OfficerCRD 2052924
Contacts
2 of 2
David Canal
Senior Vice President, Portfolio ManagerCRD 3080959
Marla Schroeder
Investment Advisor RepresentativeCRD 8038791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$55.6M in ETFs
99%
$55.3M
1%
$390K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $3.6M | 18,138 | 6.38% |
Location
Norwell, MA
Plymouth
Location
Norwell, MA
Headquartered in Norwell, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 120 Longwater Dr
- Time zone
- ET (UTC-5)
- Office locations
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