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Bullet D o you sometimes question if your investments are really the right ones for you?

Bullet D o you regularly feel like your current advisor treats you like a number, rather than being a proactive and invested member of your financial team?

Bullet D o you sometimes question if your investments are really the right ones for you?
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CAIM was founded by
Catherine Avery, an investment professional with more than 25 years experience managing investment portfolios on behalf of private and institutional investors.
In today’s investment world, where portfolio managers are so often narrowly focused on managing one asset class, the breadth of Catherine’s investment experience is increasingly rare.