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Catherine Avery Investment Management LLC

EST. AUM
$317,970,000

CONTACTS
1

CLIENT ACCOUNTS
754

Firm Details

Metro area Tampa
CRD Number 144946
Website caimllc.com
Client types

Overview

Catherine Avery Investment Management (CAIM) is an independent, owner-run Registered Investment Advisor founded in 2007. The firm specializes in building customized portfolios for women investors and retirees/baby boomers, focusing on long-term, dividend-paying equities with low volatility. CAIM emphasizes fiduciary duty, transparency, and personalized service. With over 30 years of portfolio management experience, founder Catherine Avery positions the firm as a trusted partner for retirement-focused wealth preservation.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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