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Services for Advisors
Why work with Contravisory?
Accessibility
We take pride in our level of accessibility to our partners and their clients. The size of our firm enables us to work more closely with our partners. You are not just a number. We make every attempt to make ourselves available through phone calls, webinars, seminars and face-to-face meetings. Investment related discussions take place between the portfolio manager and our strategic partners.
Focus
A strategic partnership with Contravisory results in an alignment of interests and quality 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. By joining the two, clients are best served.
Communication
We understand that as a strategic partner you are, in effect, an extension of the Contravisory family. Our goal is to educate our partners on our investment philosophy, methodology and approach. The more you know, the better you can communicate our message to your clients.
Communication does not end there; however. Ongoing communication is essential in keeping advisors informed of recent portfolio changes and our current market outlook. This information enables you to stay current and to speak intelligently to your investors about Contravisory.
Overview
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