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

to help you retain and grow your investment

Create well-diversified investment portfolios

to limit dowside risk

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 is an owner-run investment management firm and an independent Registered Investment Advisor. As such, we have a fiduciary responsibility to always act in the best interests of our clients.

Charles Schwab & Co., Inc. has been selected as CAIM’s primary custodian.

CAIM portfolios can be accessed through Schwab Managed Account Platform, Envestnet, Adhesion Wealth Advisors, SMArtX Advisory and Emerge Capital Management.

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.

CAIM is an owner-run investment management firm and an independent Registered Investment Advisor. As such, we have a fiduciary responsibility to always act in the best interests of our clients.

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