Delivering superior investment returns, with a sensitivity to risk, is a pivotal commitment of the Contravisory team. We also know that superior client service is critical to the effectiveness of any long-term relationship.

This dedication to client service is reflected in a number of ways. A dialogue is initiated with our clients during the evaluation process early in the relationship. It should be ongoing, however, to ensure that the Contravisory investment decisions are 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. In addition, our quarterly newsletter, Contravisory Insights, is provided to clients as an informational and educational medium on timely financial issues.