Concurrent Asset Management (CAM), the asset management arm of Concurrent Investment Advisors, LLC, has announced a strategic partnership and minority equity investment in Catherine Avery Investment Management, LLC (CAIM), a boutique asset manager based in Longboat Key, Florida. This marks CAM’s first direct investment in a standalone asset manager, expanding its portfolio of advisor-focused investment solutions.
Founded by Catherine Avery, CAIM specializes in U.
S. large-cap equity strategies, with an emphasis on long-term fundamentals and risk-aware portfolio construction, centered on dividend-paying equities. The firm has received 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.
Catherine Avery, Founder and Chief Investment Officer of CAIM, stated, “As an independent asset manager, our focus has always been on delivering performance through a thoughtful, value-oriented approach. In CAM, we’ve found a partner who shares our long-term vision and integrity. This relationship enables us to grow thoughtfully by leveraging institutional-quality infrastructure, technology, and a robust distribution network, while preserving our independence.”
CAM provides investment, operational, and strategic support to advisory firms and asset managers within the wealth management sector. Through its selective minority investment strategy, CAM offers equity capital and platform resources designed to facilitate growth, succession planning, and long-term business sustainability.
Eddy Augsten, President of Concurrent Asset Management, commented, “CAIM represents the kind of partner we look for—independent, proven, and deeply aligned with client outcomes. Catherine and her team bring outstanding investment talent, and we’re excited to help scale their success while enriching the CAM platform with their expertise.”
Under the terms of the partnership, CAIM will maintain full investment discretion and operational independence. Concurrently, CAIM will gain access to CAM’s broader suite of tools and resources, positioning its team for continued success in both independent and institutional investment environments.
Concurrent Asset Management (CAM) is the investment management arm of Concurrent Investment Advisors, LLC, a multi-custodial, hybrid registered investment adviser (RIA). CAM delivers coordinated planning tools, technology, and support to advisors for personalized, outcome-based investment strategies. Through its flexible framework, CAM allows advisors to maintain control while managing portfolios efficiently, accessing curated investment models, and collaborating with dedicated investment professionals. As an SEC-registered investment advisor, CAM offers services including a Turnkey Asset Management Platform (TAMP), Outsourced Chief Investment Officer (OCIO) services, and the Wealth CIO program. CAM operates with a commitment to fiduciary excellence.
