Individual Strategies.
Personal Touch.

SMAs for Financial Advisors
and Institutional Investors

A successful relationship between advisor and client depends on a mutual understanding and comfort of how their money is being managed. This helps your clients commit to long term investing and avoid chasing performance.

Private Clients

CAIM’s mission is to strengthen and protect our client’s (long-term) investment goals by creating dividend-yielding portfolios with low volatility. This classic strategy benefits investors in both up and down markets and, over time, minimizes risk.

Catherine Avery on Bloomberg

About CAIM

CAIM is an independent, owner-run investment management firm specializing in managing customized investment portfolios for women and baby boomers.

The backbone of Catherine Avery Investment Management (CAIM) is our core investment philosophy:

Take a long-term perspective
Create well diversified investment portfolios
Employ a classic investment philosophy including low volatility dividend paying equities

These principles are the tried and true guidelines that have helped some of the world’s most successful investors over the years. They guide our investment philosophy because we believe in producing consistent results for our clients. Since we are independent, we are free of conflicts and are absolutely committed to always doing what is in the best interests of our clients.

Founded by Catherine Maniscalco Avery—a seasoned investment professional with over 25 years experience as a portfolio manager—CAIM specializes in creating and managing investment portfolios for women and baby boomers.