Why CAIM

Depth, Breadth, and Accessibility

Unlike many investment advisors, CAIM gives you direct access to your portfolio manager—one with broad and deep investment experience gained from more than 25 years of investing in global markets.

Personalized Focus

At CAIM, our mission is to invest for and communicate with you in a way that yields the best results for each of our clients. We are available to help you retain and grow your investment client business. Whether it is conference calls, in person meetings, or seminars, we will be available to assist our clients to help them meet their goals. When it comes to communication, our focus is on making sure that our clients are satisfied and the process is transparent in a way that meets your needs.

Empathy and Integrity

With more than 25 years of experience engaging with and managing portfolios, our understanding of investment needs, particularly those of women and baby boomers, is profound. This empathy is matched by our integrity, which is reflected in our status as an independent investment advisor and our fiduciary responsibility to always act in the best interests of our clients.

Size Advantage and Liquidity

Our size allows us to understand our clients’ needs better and execute smarter and faster. Whether we need to move swiftly to change core positions within your portfolios, or we simply need to massage your portfolio to reflect some temporary shift in emphasis, we can do so with ease and without impacting the direction of markets.