A complete list of active advisors currently associated with Contrary Investment Advisors

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Contrary Investment Advisors is a single‑advisor independent RIA managing roughly $104 million for about 72 clients and provides pension consulting, discretionary asset management, a Capital Group Direct‑at‑Fund mutual fund program, and financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations, and employer retirement plans. Pension consulting is limited to ERISA‑covered employer plans, while asset management and the Capital Group Direct‑at‑Fund service are offered to individual and institutional clients. The firm constructs individualized investment policy statements based on client‑specific factors (objectives, risk tolerance, time horizon, liquidity, tax status) and relies primarily on fundamental analysis with a mix of long‑ and short‑term trading, emphasizing diversification and a “margin of safety” approach to risk management. Ongoing portfolio management is generally provided on a discretionary basis, whereas pension consulting is provided only on a non‑discretionary basis, and the sole advisor conducts at least quarterly account reviews. Distinctive features for a solo independent adviser include formal pension consulting for ERISA plans (plan design, investment monitoring, participant education, recordkeeper selection, and ERISA‑focused reporting), ongoing relationships with charitable and other institutional clients, and a Capital Group Direct‑at‑Fund offering that is limited to American Funds class F‑2 shares held directly with the fund’s transfer agent. The firm also states a $500,000 minimum account size, which, together with its service mix, shapes a client roster that differs from many peers in this category.

To learn more about the advisors currently working at Contrary Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.