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Catherine Avery, owner of Catherine Avery Investment Management (CAIM), began her investment journey as an 18 year old New York University finance student while working at Oppenheimer Funds. “While gaining real work and real life experience on Wall Street, I quickly realized I wanted to manage money for a living,” says Catherine. After earning her finance degree from NYU, she worked at several top investment firms in New York City, including Morgan Stanley, where she was a portfolio manager for nine years.
On the morning of September 11, 2001, Catherine, who was a new mom, left the Morgan Stanley office in the Twin Towers to run an errand, just moments before the attack. Like so many New Yorkers following 9/11, her life was suddenly changed forever. The devastating events of that day inspired her to build a career on her own terms and she began looking into starting her own investment firm. In 2007, CAIM was launched in Greenwich, CT and Catherine has never looked back!
How is CAIM different from other investment management firms? “Our investment strategy is unique in that we look for the best yields possible, combined with dividend growth and share price growth. Seventeen years later, that strategy has held up well in difficult markets,” Catherine explains. “During those difficult times our companies not only continued to pay dividends, but many of them also increased their dividend.” This approach proved especially effective during the 2022 market decline, when CAIM outperformed by as much as 20%.
While Catherine’s long-term career in portfolio management is impressive in itself, she has also received numerous awards, including the PSN Top Guns Manager of the Decade in December 2024. This prestigious award, conducted by independent experts, recognizes investment managers whose strategies have consistently outperformed their benchmarks over a 10-year period. This success has translated into significant growth, with firm assets nearly doubling from 2023 to 2024.
Four years ago, Catherine moved her successful business from Connecticut to Longboat Key and now welcomes new clients with $1M or more in investable assets, including retirees needing to supplement income, those focused on maximizing long-term growth, and those approaching retirement. “Each member of our investment team has more than 30 years of investment experience,” says Catherine. “Simply put, CAIM offers extensive investment expertise and individualized strategies combined with a personal touch.”
Schedule your complimentary consultation today at (941) 388-7249 or visit caimllc.com.
