Contravisory Investment Management, Inc.

EST. AUM
$701,722,949

CONTACTS
5

CLIENT ACCOUNTS
655

Firm Details

Metro area Boston
CRD Number 109767
Website contravisory.com
Client types

Overview

Contravisory Investment Management is an independent RIA founded in 1972 by G. Edward Noonan. Originally established to provide equity research to large institutions, the firm expanded into private wealth management in the 1980s. It employs a quantitative and technical approach designed to minimize human bias, supplementing traditional research to manage portfolios for high-net-worth individuals and institutional partners. The firm provides discretionary management alongside "concierge" services like comprehensive financial, tax, and estate planning.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Contravisory Investment Management, Inc.

Platform Details

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