Catherine Avery

CEO of Catherine Avery Investment Management LLC (CAIM)

Catherine Maniscalco Avery founded Catherine Avery Investment Management (CAIM) in 2007 and has the portfolio and background experience to prove why she is one of the best. Catherine has nearly three decades of experience in the industry, previously working with major investment firms such as Morgan Stanley, Shearson Lehman Hutton, Prudential Securities and Merrill Lynch. 

Hailing from New York and previously working at the World Trade Center during the 9/11 terrorist attacks, Catherine has had an interesting journey. In recent years, she saw many of her clients retiring and moving to Florida, specifically the Sarasota area. Looking to make a change herself, she decided to follow suit and three years ago, she decided to join everyone in paradise. 

CAIM is a unique investment management firm that is 100% woman owned. It specializes in a low volatility equity strategy, with a strong focus on high-quality dividend-paying stocks. In today’s investment landscape, where many portfolio managers are narrowly focused on a single asset class, Catherine’s breadth of investment experience stands out as increasingly rare.

“We have a track record that’s been vetted and verified by third parties. There’s no smoke and mirrors here, you get us directly. We are actively in the markets and directly manage a client’s money.” 

Over the 17 years CAIM has existed, they have received seven PSN Top Guns awards, and in 2023, Catherine was named an Excellence Awardee of Investment News Women’s Portfolio Manager of The Year.

Most of all, Catherine absolutely loves what she does and working directly with people. Whether you’re looking to start investing conservatively, pre-plan retirement, or are already retired and looking to stay ahead of inflation, Catherine and the team at CAIM are there for you. They are sincere, relatable, and ready to positively impact your life and future. 

By Tom Reese | Photo by Harry Sayer

595 Bay Isles Road, Suite 210, Longboat Key, FL 34228
941-388-7249
cavery@caimllc.com
caimllc.com