Strategic Partnership Announcement
TAMPA, Fla. — Concurrent Asset Management (CAM), the investment arm of Concurrent Investment Advisors, announced a strategic partnership with Catherine Avery Investment Management (CAIM), a boutique firm based in Longboat Key, Florida.
Details of the Investment
Under the agreement, CAM has acquired a minority equity stake in CAIM. This marks CAM’s first direct investment in a standalone asset manager and broadens its suite of advisor-focused investment solutions.
About Catherine Avery Investment Management
Founded by Catherine Avery, CAIM specializes in U.S. large-cap equity strategies that emphasize long-term fundamentals and risk-aware portfolio construction. The firm centers its approach on dividend-paying equities and has earned national recognition, including the Zephyr PSN Top Guns Manager of the Decade for Large Value Equities and the 2025 Domestic Large-Cap Value Equity Manager of the Year at the Emerging Manager Awards.
Partnership Goals and Impact
Catherine Avery said the partnership aligns with CAIM’s long-term, value-oriented philosophy and allows the firm to expand thoughtfully. She...