Investments |
Specialties: Creating and managing customized and fully diversified investment portfolios for private investors. As an adjunct to our portfolio management services, we also offer investment consulting services to private individuals on their 401(k) and other portfolio strategies. Background: Catherine Avery is a seasoned investment professional with over 25 years experience as a portfolio manager. She has worked for a number of leading U.S. investment firms, including Merrill Lynch, Morgan Stanley, Shearson Lehman Hutton and Prudential Securities, but more importantly has portfolio management experience spanning a wide range of asset classes. Catherine has a degree in Finance from New York University and is a member of the CFA Institute, the New York Society of Security Analysts and the Stamford CFA Society. Business Approach: When it comes to investing, there are two key principles that we stand by at Catherine Avery Investment Management (CAIM):
These principles are a cornerstone of our investment philosophy and business culture. They guide our investment philosophy because our years of investment experience have shown us that they produce consistent results for our clients—and they are rooted in our culture because of our absolute commitment to always doing what is in the best interests of our clients. |
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