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Services for Private Clients
Client Portfolios
Client portfolios may include individual equities, elite no-load mutual funds, and fixed income investments, as determined by investment goals and risk tolerance. Diversification by security and investment style is achieved through a highly specialized selection process. In situations where a qualified investor is seeking to reduce market risk, a Contravisory equity hedge fund may be recommended.
Contravisory Equity Portfolio
The Contravisory Equity Portfolio is the foundation on which all of our investment portfolios are built.
The Contravisory Equity Portfolio is a diversified portfolio of, on average, forty stocks. Launched in October of 1972, the portfolio has navigated its share of market ups and downs. The portfolio was originally constructed to provide Contravisory's research clients with a list of the most attractive buy opportunities based upon our unique long-term relative price trend approach.
The Contravisory Equity Portfolio seeks capital appreciation through a diversified portfolio of domestic equities. It attempts to outperform the S&P 500, with a particular emphasis on outperforming during down markets. The approach is opportunistic, as the portfolio's investments are not limited to set criteria involving market capitalizations, and is agnostic toward growth versus value stocks. Investment decisions result strictly from our proprietary research methodologies, identifying and capitalizing on the long-term relative price trends, both positive and negative that exist in the market.
Contravisory Balanced Portfolio
The Contravisory Balanced Portfolio provides a more conservative investment approach of 60% equities and 40% fixed income. The equity exposure is comprised of the Contravisory Equity Portfolio while the fixed income allocation is achieved through the use of elite, no-load, bond mutual funds. Our bond mutual fund selection process entails a comprehensive search of bond fund managers.
Our primary criteria for selecting our bond fund managers emphasizes:
- A consistent track record of outperformance relative to peer group
- Long term manager tenure
- Competitive fee structures
Contravisory Small Cap Portfolio
The Contravisory Small Cap Equity Portfolio is an all equity portfolio which seeks capital appreciation through a diversified portfolio of small capitalization equities.
Small capitalization stocks are defined as those with market capitalizations of $2.5 billion or less at the time of the initial investment. The portfolio seeks to outperform the Russell 2000, with a particular emphasis on outperforming during down markets. Investment decisions result strictly from our proprietary research methodologies, identifying and capitalizing on the long-term relative price trends, both positive and negative that exist in the market.
Overview
Building Wealth with Trust
Contravisory Connection
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