A complete list of active advisors currently associated with Contravisory Investment Management, Inc.

Warmer can help you find a great advisor at Contravisory Investment Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Contravisory Investment Management, Inc., 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.