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Services for Private Clients
Contravisory Connection
While Contravisory specializes in investment management, we recognize that many of our clients' financial services needs extend beyond the realm of investment management. To accommodate these needs, Contravisory has established the Contravisory Connection. Contravisory has gone to great lengths to identify and create partnerships with elite Boston-area firms specializing in the following areas:
- Accounting
- Insurance
- Estate Planning
Our partners offer services solely in their respective areas of expertise. They share our common belief that it is best to "Do one thing, and do it well". Like Contravisory, our partners offer superior products with an emphasis on providing the highest levels of service and accessibility.
Overview
Building Wealth with Trust
Client Portfolios
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