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Services for Private Clients
Building Wealth with Trust
Our investment philosophy is built upon the qualities of integrity and trust. A new relationship begins with a thorough evaluation of client goals and expectations. This evaluation results from private meetings with each client. We then implement the agreed-upon strategy with Contravisory's investment selection. Risk tolerance and tax ramifications are always considered.
Our dedication to client service is reflected in a number of ways. While our initial evaluation is critical, the process does not end there. Ongoing dialogue ensures that the Contravisory investment decisions remain consistent with client financial goals and expectations. An enduring relationship requires that realistic expectations be established at the beginning and that Contravisory's investment selections be consistent with those expectations. If changes occur over time, prompt adjustments are made.
We keep clients informed of our strategies and results through quarterly reporting, telephone calls, e-mail, and private meetings. Our comprehensive quarterly and year-end reports contain critical information on portfolio holdings, returns, and tax-related data.
Overview
Client Portfolios
Contravisory Connection
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