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 that has been SEC-registered since 1973. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management across separate accounts and pooled vehicles. Its advisory scope includes management for small businesses, institutions and pooled investment vehicles, and the firm also provides security ratings or pricing services. Contravisory charges fees based on a percentage of assets under management and can apply performance-based fees for certain mandates. It is a multi-state adviser and operates under individual ownership rather than as part of a larger wirehouse or broker-dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3WILLIAM NOONAN
President and CEOCRD 2305282
MATTHEW SULLIVAN
Chief Compliance OfficerCRD 5479284
PHILIP NOONAN
Director & Chief Operating OfficerCRD 2052924
Contacts
2 of 2DAVID 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 59Active vs passive
$45M in ETFs
100%
$44.9M
<1%
$90.1K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE) | State Street | Passive | Equity Energy | $2.3M | 37,284 | 5.07% |
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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