Marla
Schroeder
Contravisory Investment Management, Inc
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About this Advisor
Marla Schroeder is a financial advisor based in Moraga, California, working with Contravisory Investment Management, Inc. Marla has previously worked with Moraga Schools, Orinda Union Schools, and as a homemaker. Marla is registered to provide services in California. Currently, Marla is part of Contravisory Investment Management, Inc, which is located in Moraga, California. The firm has 7 employees and manages assets totaling $628.2 million. Contravisory Investment Management, Inc serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and security rating services. The fee structure at Contravisory Investment Management, Inc includes asset-based and performance-based fees.
Services Offered
Fee Structure
Office Location
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Contravisory Investment Management, Inc Brokerage Details
$628,163,317
7
589
$1,066,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Security ratings or pricing services
Marla Schroeder Work History
Moraga Schools
Orinda Union Schools
Homemaker
Disclosures
Please visit the SEC profile of Marla Schroeder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Contravisory Investment Management, Inc
Moraga, CA
Norwell, MA
Norwell, MA
Norwell, MA
Norwell, MA
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