Catherine Avery founded CAIM LLC in 2007. She has been successfully managing client assets at major institutions and in her own firm for over 30 years. Ms. Avery's investment career and credentials are broad; she has worked for a number of leading investment firms in the US, including Morgan Stanley, Shearson Lehman Hutton, Prudential Securities, and Merrill Lynch. Importantly, Ms. Avery also has vast portfolio management experience spanning a wide range of asset classes. In today's investment world, where portfolio managers are so often narrowly focused on managing one asset class, the breadth of her investment experience is increasingly rare. She has been widely cited as an expert portfolio manager in such news sources as CNBC, Barron's, Financial Planning Magazine, The New York Times, Consumer's Digest, Fox Business, News 12 Connecticut, and National Post of Canada.
Inflation is now proving not to be transitory. Join Catherine Avery and learn how to properly position your portfolio in this new environment.
Research shows that women investors are more likely than men to seek out investments that offer growth potential while also limiting the danger of sharp losses. That emphasis on downside protection is an especially smart approach today, given the risks associated with the aging bull market. This panel will discuss specific strategies and investment picks that will allow you to dampen risk without giving up solid gains.
Research shows that women investors are more likely than men to focus on risk-adjusted returns-that is, to seek out investments that offer growth potential while also limiting the danger of sharp losses. That's an especially smart approach today, given the high risks associated with the current aging bull market. This panel will discuss specific strategies and investments that will allow you to dampen your market risk without giving up solid gains.
Catherine Avery at MoneyShow offers ideas on asset allocation and diversification. The backbone of our firm is dividend paying stocks, a core area for those in retirement or approaching it.