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, owner-operated registered investment adviser that has been SEC-registered since 1973. The firm serves both individual and family clients as well as institutional investors and operates across multiple states. Its fee model combines a percentage-of-assets-under-management component with the ability to charge performance-based fees. Contravisory offers financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, and it provides security ratings or pricing services. The firm is not positioned as a separate capital allocator and does not identify as an active ESG investor. It also acts as a sponsor, general partner, or managing member for pooled investment vehicles it operates.
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
William Noonan
President and CEOCRD 2305282
Matthew Sullivan
Chief Compliance OfficerCRD 5479284
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 65Active vs passive
$56.2M in ETFs
99%
$55.9M
1%
$337K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $5.6M | 29,233 | 9.90% |
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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