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.
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 and Envestnet Platform.