asset growth chartStrategic Equity Capital LLC
Strategic Partners

Catherine Avery Investment Management

When it comes to investing, there are two key principles Catherine Avery Investment Management (CAIM) stands by:

  • Take a long-term perspective, and
  • Create well-diversified investment portfolios

These principles are a cornerstone of CAIM's investment philosophy and business culture. They guide investment philosophy because years of investment experience have shown they produce consistent results for clients -- and are rooted in their culture because of an absolute commitment to always doing what is in the best interests of their clients.

Founded by Catherine Avery -- a seasoned investment professional with over 25 years experience as a portfolio manager -- CAIM specializes in creating and managing customized and fully diversified investment portfolios for private investors. As an adjunct to their portfolio management services, CAIM also offers investment consulting services to private individuals on their 401(k) and other portfolio strategies.