New Woman Owned Investment Firm Focuses on ‘Socially Responsible’ Investing.

Looking to put your money where your heart is? Catherine Avery Investment Management (CAIM) LLC, newly launched in New Canaan, offers clients exciting customized, portfolio options in both socially responsible and ‘green’ investment funds.

“I want to make people aware that their values can be expressed through their investing in a way that is profitable to them over the long-term,” says owner Catherine Avery, a seasoned investment professional with over 25 years in the big leagues at Merrill Lynch, Morgan Stanley and EF Hutton.

Socially responsible investing and ‘green’ funds have seen a boom in recent years, as investors increasingly want to feel good about where their money is going. Depending on a client’s wishes Avery might seek out companies engaged in environmental sustainability, ‘green’ or alternative/clean technology efforts or simply avoid those that profit, for example, from addictive substances like alcohol, tobacco or illicit activities like gambling. Whatever the focus, Avery works one on one with clients to uniquely address each person’s desire to support or avoid companies that are a reflection of their personal values.

“My portfolios are tailored to the individual’s financial goals and wishes, clients are always informed as to what is in the portfolio and they also have direct access to the person making the investment decisions,” says Avery. At CAIM clients benefit from Avery’s breadth and depth of experience as well as all the other plusses a unique small firm can offer such as flexibility, transparency, empathy, integrity and a low fee structure.