A DIFFERENTIATED CLIENT EXPERIENCE

Our customized, comprehensive
and caring approach

We are not a typical RIA. With an experienced team of seasoned professionals, and with most clients between $25 million to $500 million of assets under management, we provide transparent, unbiased advisory support grounded by an unwavering fiduciary commitment to our clients.

CUSTOMIZED
CLIENT PORTFOLIOS


We create tailored portfolios, designed to meet the risk tolerance and distinctive investment objectives of our high-net-worth and institutional clients. We listen. We collaborate with our clients to factor in time horizon, cash flow and liquidity needs as well as tax-related and legal considerations. These factors inform an individualized investment plan consistent with client objectives. Throughout the process, risk management and capital preservation is balanced against the desire to grow assets and generate returns.

 

COMPREHENSIVE INVESTMENT SERVICES


From Investment Policy development and strategy implementation to performance reporting and operational support, our experienced team meets the varied needs of our clients. For families, this can take the form of integrated investment and tax planning; whereas for nonprofits, it could be the implementation of effective governance practices. This is true whether we’re working in a discretionary or non-discretionary capacity or somewhere in between.

We build diversified global portfolios. Our clients have access to a full range of alternative asset strategies in addition to public equities and fixed income. Investments in private equity and hedge funds, as well as real assets and other alternative categories, deliver added diversification and access to uncorrelated sources of return.

CARING, RESPONSIVE SERVICE


Our team prides itself on anticipating clients needs. Our mission is to earn trust through protecting capital, providing responsive service and by meeting the evolving demands of families and institutions. We take our fiduciary responsibility seriously and hold ourselves accountable for all aspects of the investment process.

SENIOR-LEVEL ATTENTION AND INSIGHT
EACH DEDICATED CLIENT TEAM IS COMPRISED OF:
  • Senior relationship manager
  • Portfolio manager
  • Associate portfolio manager
  • Operations analyst
 

OUR CORE VALUES


Athena’s culture is best characterized by EPIC, an acronym that refers to the four tenets that guide our day-to-day efforts and interactions. They are:

EXCELLENCE

  • Perform to the highest standards; exceed expectations
  • Provide responsive and personalized client service
  • Promote attention to detail and the best outcome in every situation

PASSION

  • Bring a positive attitude and enthusiasm to your work
  • Grow, adapt, motivate and be proactive
  • Be a dedicated team player

INTEGRITY

  • Act with the highest ethics and professionalism
  • Communicate; be straightforward and authentic at all times
  • Always demonstrate humility
  • Be willing to admit mistakes and learn; accept accountability

CARING

  • Help and mentor others; encourage feedback and recognition
  • Listen deeply; respect the needs and concerns of your colleagues
  • Encourage and promote a balanced life
We have the technology and infrastructure needed to back our promise of a comprehensive service offering, with timely, customized reporting and frequent client communications.
Melissa Mattison, Managing Director, Chief Operating Officer