Why CAIM?

Depth, Breadth and Accessibility
Unlike many investment advisors, CAIM gives you direct access to your portfolio manager—a portfolio manager with broad and deep investment experience gained from more than 25 years of investing in global markets.

Personalized Focus
At CAIM, our mission is to invest for and communicate with you in a way that yields the best results for you. At an investment level, this means we create a portfolio that is completely customized to your personal investment needs, and when it comes to communication, our focus is on creating a communications strategy that works best for you and your portfolio.

Empathy and Integrity
With more than 25 years experience of engaging with and managing portfolios for private investors, our understanding of your investment needs and aspirations are profound. This empathy is matched by our integrity, which is reflected in our status as an independent investment advisor and our fiduciary responsibility to always act in your best interests.

Size Advantage
CAIM's smaller size is a distinct advantage. Whether we need to move swiftly to change core positions within your portfolios, or we simply need to massage your portfolio to reflect some temporary shift in emphasis, we can do so with ease and without impacting the direction of markets.