Contravisory Investment Management, Inc.

Contravisory Investment Management, Inc. is a registered investment adviser established in 1972 by G. Edward Noonan, specializing in investment management using a proprietary research system called ContraSignals. The firm offers various investment products, including equity portfolios and sector ETF portfolios. Contravisory manages a total of $628,163,317 as of December 31st, 2024, with discretionary assets under management of $567,604,020. The firm charges tiered annual management fees based on account value, starting at 1.2% for the first $1,000,000. Clients may request investment restrictions, and Contravisory participates in wrap fee programs. The firm does not assess performance fees on managed accounts but offers performance-based fee structures for specific products. Contravisory serves various client types, including individuals, pension plans, and corporations, with an initial target investment size of $500,000. The investment strategies focus on long-term relative price trends in the U.S. stock markets, with a disciplined approach to portfolio construction. Contravisory emphasizes ethical standards, client interests, and transparency in its operations, with a strong focus on compliance and supervision. Clients can expect quarterly account reviews and proactive communication regarding investment decisions. Contravisory does not custody client assets and recommends clients compare statements from their custodian banks. The firm's team includes experienced professionals with diverse backgrounds in finance and investment management.