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Contravisory Investment Management, Inc.
Contravisory Investment Management, Inc. is an independent Registered Investment Advisor (RIA) headquartered in Norwell, Massachusetts. Founded in 1985, the firm provides ongoing investment management services, primarily offering discretionary asset management and advisory solutions to high-net-worth individuals and institutional clients. As of 2025, Contravisory employs approximately 7 people, including investment professionals, and manages over $628 million in client assets. Contravisory focuses on tailored financial planning, portfolio management, and high-touch client service.
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.
Latest 13F Filing Activity
Contravisory Investment Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 363 equity positions with a total 13F market value of $516M. The fund increased holdings in Tesla Inc., Shopify Inc., Nvidia Corporation among other positions. Contravisory Investment Management, Inc. reduced exposure to Liberty Broadband Corp., Motorola Solutions Inc., Fiserv Inc. among others.
Top Holdings
Equity Positions (363)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPOT | SPOTIFY TECHNOLOGY S A | 2.92% | $15.1M | 21,637 | $154.64 | $698.00 | -$3.6M |
N NFLX | NETFLIX INC | 2.76% | $14.2M | 11,884 | $441.92 | $1198.92 | -$4.1M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.76% | $14.2M | 50,949 | $100.97 | $279.29 | +$1.7M |
U UBS | UBS GROUP AG | 2.58% | $13.3M | 324,359 | $17.14 | $41.00 | +$1.6M |
J JPM | JPMORGAN CHASE & CO. | 2.50% | $12.9M | 40,946 | $211.04 | $315.43 | +$466.9K |
Industry Allocation
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