CRD: 109767
Contravisory Investment Management, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-25-1973
- Office Locations
- 2
Office Locations
About Contravisory Investment Management, Inc.
Contravisory Investment Management provides wealth management and portfolio solutions for private clients and institutional partners, built on an equity-research heritage serving large institutions since 1972. The team develops comprehensive financial plans and investment guidelines, integrating retirement, wealth transfer, college savings, and corporate/executive planning with ongoing portfolio management. Portfolios are ETF-heavy and commonly custodied at Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WILLIAM MARK NOONAN
Chief Executive Officer, President
- CRD
- #2305282
- Ownership
- 75% or more
PHILIP ANTHONY NOONAN
Chief Operating Officer
- CRD
- #2052924
- Ownership
- 10% but less than 25%
North element
Timber signal
- CRD
- #27063
- Ownership
- 6.5%
Showing 2 of 3 owners & executives
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DAVID MICHAEL CANAL
Vice President
- CRD
- #3080959
Marla K Schroeder
--
- CRD
- #8038791
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $640,357,426 | $982,143 |
| Non-Discretionary | $61,365,523 | $20,455,174 |
| Total | $701,722,949 | $1,071,333 |
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Separately Managed Accounts
Total SMA Asset: $610,175,556
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $560,296,118 | 36.7% |
| Public Funds | $180,149,706 | 11.8% |
| Private Funds | $476,328,035 | 31.2% |
| U.S. Government/Agency | $309,918,561 | 20.3% |
| Total | $1,526,692,420 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH CREST | VITAL LEGACY | 0MR5UZ9L0 | RGG | 8.84% | $30,606,957 |
| GLACIER INSIGHT | GLACIER ZENITH | QXKG94IAA | VAGE | 4.62% | $49,457,695 |
| FOUNDATION GLACIER PRIME | TIMBER ZENITH | 5JMVIE8JG | NLW | 5.45% | $73,538,406 |
| FOUNDATION PATHWAY VALUE | GLACIER PEAK | XX7HGGN6W | OPOSF | 12.42% | $50,597,119 |
| RIDGE SUMMIT | PRIME RIDGE | 4U6FYN1L5 | IYC | 10.40% | $25,502,366 |
| PRIME LEGACY | DELTA NORTH | F6DODFZFL | VRKQ | 11.26% | $60,070,130 |
| FOUNDATION NORTH | PIONEER CAPITAL | ISUA5R8D1 | VEIYH | 0.63% | $38,861,208 |
| UNISON ALPHA FOCUS | PATHWAY UNISON | CEXENVHUM | RFK | 9.26% | $119,022,713 |