Strategic Partnerships

Our strategic partnerships are typically with organizations that control assets and want to offer their investors a unique alternative to the status quo equity manager. Partnership examples include registered investment advisors, wire-houses, family offices and consultants.

Performance is key. But we recognize that choosing an investment manager goes beyond investment performance. Ultimately, as a strategic partner, your goal is to build strong relationships with your clients and to grow your business.

Strategic Focus

A 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 managing assets, particularly equity assets. A partnership allows each firm to focus on what they do best. Through this synergy, clients are best served. 

For over 50 years, we’ve been providing companies and institutions with investment services. Our methodology is based on proprietary research that has helped guide some of the world’s largest financial institutions for decades. Proven through market up cycles and down cycles alike, we have an eye towards the long term.

Proven Performance

Complete Accessibility

We take pride in our level of accessibility to our partners and their clients. We understand that as a strategic partner you are, in effect, an extension of the Contravisory family. The size of our firm enables us to work more closely with you.

Ongoing communication is essential in keeping advisors informed of recent portfolio changes and our current market outlook. Through phone calls, webinars, seminars and face-to-face meetings, we personally share our investment philosophy, methodology and approach.

This information enables you to stay current and to speak intelligently to your investors about Contravisory. The more you know, the better you can communicate with your clients.

Let's work together. Give us a call.

(781) 740-1786