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.

About CAIM

CAIM is an independent, owner-run investment management firm specializing in managing customized investment portfolios for women and those of retirement age.

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.

CAIM Market Minute

The correction we expected in September and October seem to now be underway in November. Not surprising given the overall market valuation and whether or not the Fed will lower interest rates in December. We view this as a healthy correction as we are seeing a broadening out into undervalued groups i.e., Healthcare. Signs of a weakening consumer are increasing which will most likely lead to the interest rates being lowered. 3Q earnings and productivity are much better than expected.

• CAIM Dividend Focus portfolio currently yields 3.20%.
• We have broad industry diversification.
• Quarter to date, portfolios are net positive versus negative for SP 500 and RV1000

Dividends

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.

News

Catherine Avery Investment Management—CAIM Named to PSN Top Guns List of Best Performing Strategies for Q4 2024: Named ‘Manager of the Decade’

May 13, 2025

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Sarasota, FL , February 24, 2025 CAIM