Contravisory Investment Management, Inc.

Investment Strategy

Contravisory Investment Management employs a long-term, client-centered approach to investment management, focusing on custom portfolio construction tailored to each client's financial objectives. The firm typically exercises discretionary authority over client assets, utilizing strategic asset allocation, diversification, and periodic rebalancing as key elements of their strategy. Contravisory regularly monitors client portfolios, adjusts holdings to adapt to changing market conditions, and prioritizes risk management, aiming to achieve clients' financial goals through both standard strategies and fully customized solutions. The firm manages both discretionary and non-discretionary assets and does not maintain affiliations with broker-dealers or banking institutions to minimize conflicts of interest.