CAIM is a firm specializing in creating customized, fully diversified investment portfolios for women and baby boomers.

 

"There are a lot of benefits to this development, both for CAIM and ultimately for my clients," says Catherine Avery, owner and president of CAIM.  Avery is a seasoned investment professional that prides herself on her firm's transparency and her accessibility to her clients, financial advisors and their clients. Prior to founding CAIM in 2007, she spent 25 years as a portfolio manager at renowned Wall Street firms including Merrill Lynch, Morgan Stanley, Shearson Lehman and EF Hutton.  During her tenure, she was responsible for handling a wide array of relationships comprised of customized private client portfolios and mutual funds.

 

Through CAIM's appointment to the managed accounts platform, Avery will now distribute her successful performance track record and dedication to other professionals.  CAIM's strategies offer financial advisors the best of both worlds by allowing them to combine their advice with Avery's investment expertise. 

Through the Schwab platform CAIM will offer three strategies; Growth & Income, which focuses on dividend paying stocks, a Core Diversified Portfolio focusing on individual stocks and ETFs (exchange traded funds) and a Diversified Investment portfolio, an all-ETF portfolio. These dovetail nicely with CAIM's own stated mission to provide clients with growth in order to keep up with inflation and an income stream.

           

 "Women whose income is affected by divorce, or baby boomers who are approaching or going into retirement, need an additional income stream but can't afford to lose any growth," explains Avery.

 

Based in New Canaan, CT, CAIM LLC specializes in creating and managing customized and fully diversified investment portfolios for private investors including working professionals, retirees, business entrepreneurs, divorcees, and widows/widowers. As an adjunct to portfolio management services, CAIM LLC also offers investment-consulting services to private individuals on their 401(k) and private placements.

 

Schwab Institutional, a division of Charles Schwab, has more than 20 years of experience serving independent advisors.  Working with Schwab enables CAIM LLC to provide investors with comprehensive services from one of the most experienced firms in the business.  Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.  More than 5,500 advisors currently look to Schwab as the institution of choice for their affluent clients.  More than 1,800 Schwab Institutional employees are dedicated to providing responsive custody, trading and operational support that can help CAIM LLC deliver timely, quality service to its clients.  More than one million client accounts are custodied at Schwab, representing over $540 billion in assets managed by investment advisors.

 

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This information is copyrighted May 2009.