Contravisory Investment Management

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Investment Management, Financial Planners, Financial Planning Consultants

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(781) 740-1786Call Visit WebsiteVisit Website Map & DirectionsDirections120 Longwater Dr Ste 100Norwell, MA 02061 Write a ReviewWrite Review

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Phone: (781) 421-6984

Fax: (781) 749-4910

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https://www.contravisory.com/contact

http://contravisory.com

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Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Securities

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Phone: (781) 740-1786

Address: 120 Longwater Dr Ste 100, Norwell, MA 02061

Website: https://www.contravisory.com/contact

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Contravisory Investment Management

Estate Taxes

Investment Management
Â¹ Contravisory Investment Management, Inc. has one affiliate (Contravisory LLC) due to common and equal ownership between William M. Noonan and Philip A. Noonan.
Mutual Funds
A. What fees will I pay? Our fee schedule is 1.2% per annum for the first $1,000,000, 1.0% for the next $1,000,000, and 0.8% for amounts in excess of $2,000,000. Fees are billed quarterly in advance using the market value of each account on the last day of each quarter. We may elect to modify this account fee structure when discussing our services with you. This fee structure incentivizes us to grow the value of your account both by good management and by encouraging you to add more money to your account. This could potentially be viewed as a conflict of interest because the more your account is worth means our fee will be higher. Additionally, if we invest in mutual funds for you, the bank might assess a transaction fee. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. See Form ADV 2 for more information.
Wealth Management
Our philosophy is built upon the qualities of integrity and trust. We take the time to get to know whatâ€™s important to you and your family. A successful wealth management plan starts with a complete understanding of your objectives, values, and passions.

Accounting Services

Financial Planning
A partnership with Contravisory results in an alignment of interests and exceptional service for our mutual clients. Our partners have a particular expertise in client development and financial planning while Contravisory has a demonstrated history of success in managing assets, particularly equity assets. A partnership allows each firm to focus on what they do best. Through this synergy, clients are best served.Â
Retirement Planning
A. Contravisory has many different types of clients.Â For example, we service individuals, pension plans, profit sharing plans, trusts, endowments and corporations.Â We typically try to bring on new clients with an account size of $500,000 or more.Â However, it is important to note that this initial investment amount is a target only; it is not a requirement.
Asset Management
In the early 80â€™s, Contravisory started to apply that quantitative / technical approach to the management of a select number of individual portfolios, using it to inform and supplement traditional research disciplines. During the 90â€™s Edâ€™s two sons, Bill and Phil, joined the company, each coming with proven track records from roles at other investment companies. Recognizing the success of the buy and sell recommendations formulated by its equity research and validated real-time through multiple market cycles, the firmâ€™s strategic plan shifted to emphasize asset management growth. Ed retired in 2006, with Bill taking over as President and CEO, and Phil as Chief Operating Officer.

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