SMAs for Financial Advisors
& 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.


We believe a portfolio of dividend stocks is likely to well outperform the S&P 500 Index and returns from Treasuries over a 20 year period.

Catherine Avery on Bloomberg