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When it comes to investing, there are two key principles that we stand by at Catherine Avery Investment Management (CAIM):
- We take a long-term perspective, and
- We create well-diversified investment portfolios
These principles are a cornerstone of our investment philosophy and business culture. They guide our investment philosophy because our years of investment experience have shown us that they produce consistent results for our clients—and they are rooted in our culture because of our absolute commitment to always doing what is in the best interests of our clients.
Founded by Catherine Avery—a seasoned investment professional with over 25 years experience as a portfolio manager—CAIM specializes in creating and managing customized and fully diversified investment portfolios for private investors. As an adjunct to our portfolio management services, we also offer investment consulting services to private individuals on their 401(k) and other portfolio strategies.
CAIM is an independent, owner-run investment management firm and an SEC Registered Investment Advisor. As such, we have a fiduciary responsibility to always act in the best interests of our clients.
