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Woman owned Investment Firm opens in New Canaan
New Canaan, CT (Oct 1, 2007) – Investors looking for more personalized care when it comes to managing their portfolios now have an exciting new option; Catherine Avery Investment Management (CAIM), LLC. Recently opened in New Canaan, CAIM is a one woman owned and run investment management firm specializing in customized, fully diversified investment portfolios for private investors. Owner Catherine Avery is a seasoned investment professional with 25+ years experience as a portfolio manager in the big leagues at Merrill Lynch, Morgan Stanley and EF Hutton. Her goal in founding CAIM is to empower investors to build a partnership with their portfolio manager. The firm has an absolute commitment to always doing what is in the best interests of the client and boasts all the plusses; personalized focus, flexibility, transparency, empathy and integrity and a low fee structure, that a unique, small firm can offer. Avery also has a unique breadth and depth of expertise to offer clients.
“In the investment world most people get pigeon-holed over the years and narrowly focus on one asset class, for example small caps, and no international funds or large caps,” she says. “My own background is very diversified in that I have managed customized private client portfolios both domestically and internationally, a natural resources fund, mid and large cap portfolios and an equity income mutual fund.”
When it comes to investing CAIM stands by two key principles.
“We take a long-term perspective and we create well-diversified investment portfolios,” says Avery.
“We believe it’s critical for successful investing that clients focus on the long term, adjust their portfolios to reflect changing investment goals not changes in the market, avoid chasing performance and be disciplined i.e. buy low and sell high.”
Avery’s clients come from all walks of life and include working professionals, retirees, business entrepreneurs, divorcees and widows/widowers. What they find at CAIM is a trusted investment advisor who enables them to meet their own, unique financial goals.