Local Voices
PRESTIGIOUS INDUSTRY AWARD FOR CONNECTICUT INVESTMENT FIRM
“After being in business for over six years, CAIM has grown into a viable entity and is starting to be recognized as a leader in the field, “ says Avery, who launched her company after a 25-year career managing mutual funds and separately managed accounts for some of the biggest names on Wall St.
“Five Stars’ Wealth Manager Award is third party, peer recognition of CAIM’s capabilities and success as an independent, owner-run investment firm.”
Five Star Professional, founded in 2003, conducts market-specific research throughout the US and Canada to identify service professionals who provide quality services to their clients. Their Five Star Wealth Manager program is the largest and most widely published award program in North America, covering more than 40 major markets. In order to be selected CAIM had to meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. Less than 7% of the wealth managers in a market receive the Five Star Wealth Manager award. As a winner CAIM will be listed in a special advertising section of the December issue of Connecticut Magazine.
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Avery is proud of CAIM’s reputation as a boutique firm dedicated to working with a very select group of people.
“My clients need a customized, hands-on approach to handling assets managed,” she says. “They can only get that in a small firm like CAIM, that provides easy access to the portfolio manager.”
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She notes that with the current interest rate environment being so low, people are looking for advisors with the knowledge and expertise to help them make the most of their retirement dollars in the years ahead.
“This is definitely not money management for the masses.”
For more information visit www.caimllc.com or call 203.966.2712
