Contrary Investment Advisors

Overview

Contrary Investment Advisors is an independent, individual-owned RIA that provides fee-based financial planning and discretionary portfolio management to both high-net-worth individuals/families and institutional clients. The firm emphasizes equity-driven portfolios: exchange-traded equities are the dominant allocation and the firm operates primarily as a discretionary manager. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee engagements. Investment approach centers on liquid public markets—individual stocks and exchange-traded products are the core building blocks. The firm does not position itself as a capital allocator to external alternative managers, and it is not flagged as an active ESG investor. Portfolios appear structured for taxable and institutional clients alike, using separately managed account (SMA) wrappers alongside pooled mutual fund exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices