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Matthew Brian Sullivan

Contravisory Investment Management, Inc.

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About Matthew Brian Sullivan

Matthew Brian Sullivan is an Investment Advisor Representative associated with Contravisory Investment Management, Inc. based in Norwell, MA. Matthew has been with Contravisory Investment Management, Inc. since May 2007. Matthew is registered with the state of Massachusetts. Matthew holds a Series 65 license. Matthew’s specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Financial Planning.

Firm Information

Matthew Sullivan is currently registered with Contravisory Investment Management, Inc.. Contravisory Investment Management, Inc. is an investment firm headquartered in Norwell, MA. They specialize in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and security ratings. They manage approximately $551 million in assets for a variety of clients, including high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles.
Contravisory Investment Management, Inc.

120 LONGWATER DRIVE

NORWELL, MA 02061

$551.03M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Sullivan’s Registration & Firm History

MA

03/17/2008 - Present

Contravisory Investment Management, Inc. (NORWELL MA)

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Licenses & Designations

IA

Issued 03/11/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Brian Sullivan.
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