CAIM Announces Portfolios Now Available on the Envestnet Platform
Catherine Avery Investment Management LLC is pleased to announce that our Growth and Income Managed Account Strategy is now available on the Envestnet platform.
At CAIM, we have extensive experience in managing SMA's through advisors like you, with a long track record of successful dividend-related performance. You can count on a disciplined investment process that you can easily communicate to your clients. 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. The result is higher client retention rates for advisors.
Our holdings are transparent to you, the Advisor, and we communicate our thinking on a regular basis. We encourage advisors to speak directly with us to discuss portfolio strategy and holdings.
Our team is led by Catherine Avery, who has over 30 years' experience managing money for Financial Advisors and their clients via mutual funds and Separately Managed Accounts.
Catherine's investment career and credentials are broad; she has worked for a number of leading investment firms in the U.S., including Morgan Stanley, Merrill Lynch, and Prudential Securities. Importantly, she also has vast portfolio management experience spanning a wide range of asset classes. This is increasingly rare among typically more focused managers with less experience.
In establishing her own firm, Catherine has been dedicated to serving the needs of Financial Advisors and their clients. She understands the intricacies of managing money on a large scale and how to communicate with Financial Advisors. In her prior firms, Catherine was often sought out as the portfolio manager of choice by some of the firm's most successful advisors.