Contravisory Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$506,579,113
Clients
227
Advisors
5
across 2 offices
About
Contravisory serves individuals (including high‑net‑worth clients) and a variety of institutional clients — pension and profit sharing plans, trusts, endowments, and corporations — managing roughly $702 million across discretionary and non‑discretionary accounts for about 227 clients. Its services include traditional portfolio management across multiple equity, small‑cap, mid/large‑cap, sector ETF and balanced strategies, model provisioning to other managers, participation in wrap fee programs, and management of pooled private funds (Contravisory Fund LP and Contravisory IDF LP) for accredited investors.
The firm’s investment approach is built on a proprietary quantitative/technical research system that tracks more than 2,000 stocks, industry groups and sectors to identify long‑term relative price trends (typically 18–24 months); the core equity strategy generally holds about 40 stocks while the balanced strategy targets roughly 60% equity with highly rated fixed‑income exposure. Portfolio implementation is supported by formal trading controls — including trade rotation schedules, block trading and pre‑clearance procedures — intended to mitigate preferential execution and manage allocation when side‑by‑side accounts and pooled vehicles coexist.
What is distinctive about Contravisory relative to many peers is its dual role as both investment manager and sponsor/general partner of private pooled vehicles that employ long‑short strategies and performance‑based fees, with those partnerships overseen by independent administrators, an independent prime broker and annual audits. The firm also sells its research and model portfolios to institutional clients and uses ETF and ADR vehicles for international exposure, combining a research‑driven active equity process with sponsored pooled products in a way that is uncommon for similarly sized team advisers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.2% per annum $1,000,001 - $2,000,000: 1.0% per annum $2,000,001+: 0.8% per annum
Performance fees applicable only to Contravisory Fund LP and Contravisory IDF LP (limited partnerships for accredited investors), calculated and payable annually as described in offering documents
Account minimum: $500,000 Fee-only: Asset-based management fees only, payable quarterly in advance; no commissions or sales charges
Main office
See office120 Longwater Drive, St 100
Norwell MA 02061
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Illinois · Iowa · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · Texas · Vermont · Virgin Islands · Virginia
Also doing business as
Contravisory Investment Management, Inc. · Contravisory Research & Management Corp. · Contravisory Research Corp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marla S
MOraga, CA
Contravisory Investment Management, Inc.
Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.
Philip N
Series 63, Series 65
Norwell, MA
Contravisory Investment Management, Inc.
Philip Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Contravisory since 1999. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards designed to address conflicts in side-by-side management.
Matthew S
Series 65
Norwell, MA
Contravisory Investment Management, Inc.
Matthew Sullivan is a financial advisor at Contravisory Investment Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Contravisory since 2007. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it sponsors private pooled funds alongside managing separate client accounts.
David C
Series 63, Series 65
Norwell, MA
Contravisory Investment Management, Inc.
David Canal is a financial advisor at Contravisory Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 2000. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards to address potential conflicts.
William N
Series 63, Series 65
Norwell, MA
Contravisory Investment Management, Inc.
William Noonan is a financial advisor at Contravisory Investment Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 1995. Contravisory Investment Management offers discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards to address potential conflicts.
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