Caim LLC

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CAIM | Catherine Avery Investment Manager independent, owner-run investment management firm Skip to content CONTACT US ›› | (941) 388-7249 Menu Individual Strategies. Personal Touch. SMAs for Financial Advisors and Institutional Investors A successful relationship between advisor and client depends on a mutual understanding and comfort of how their money is being managed. This helps your clients commit to long term investing and avoid chasing performance. Learn More Private Clients CAIM’s mission is to strengthen and protect our client’s (long-term) investment goals by creating dividend-yielding portfolios with low volatility. This classic strategy benefits investors in both up and down markets and, over time, minimizes risk. Learn More About CAIM CAIM is an independent, owner-run investment management firm specializing in managing customized investment portfolios for women and those of retirement age. The backbone of Catherine Avery Investment Management (CAIM) is our core investment philosophy: Take a long-term perspective Create well diversified investment portfolios Employ a classic investment philosophy including low volatility dividend paying equities These principles are the tried and true guidelines that have helped some of the world’s most successful investors over the years. They guide our investment philosophy because we believe in producing consistent results for our clients. Since we are independent, we are free of conflicts and are absolutely committed to always

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