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Contravisory Investment Management, Inc.

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Client assets under management

$506,579,113

More info

Clients

227

39% high-net worth

Advisors

4

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

More info

Clients per advisor

57

Typical

Average account size

$2,231,626

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

Financial planning Portfolio management Security ratings or pricing

Expertise

Active portfolio management Private / alternative investments

Fee options

Percentage

$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-based

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

Other

Account minimum: $500,000 Fee-only: Asset-based management fees only, payable quarterly in advance; no commissions or sales charges

Main office location

Contravisory Investment Management, Inc.

120 Longwater Drive, Suite 100

Norwell MA 02061, United States

Number of offices

1

Most active in

More info

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

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 781-740-1786

Advisors at this firm

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user avatar

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.

Active portfolio management Private / alternative investments
user avatar

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.

Active portfolio management Private / alternative investments
user avatar

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.

Active portfolio management Private / alternative investments
user avatar

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.

Active portfolio management Private / alternative investments
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