NOVEMBER 2015

Athena Capital Advisors Included in Bloomberg’s Annual “Richest Family Offices” Ranking

For the second consecutive year, Athena Capital Advisors was included in Bloomberg’s annual listing of the Richest Family Offices. The firm was ranked No. 35 in the listing, jumping 17 spots from last year. Based on year-over-year growth, Athena was ranked No. 4 overall.

The ranking is based on data compiled by Bloomberg. The list was assembled through research by the Bloomberg Rankings team via a survey of more than 1,000 firms worldwide. The ranked firms provide both investment and non-investment services, which includes family meetings, financial education, art consulting, estate planning, family governance, foundation management, business consulting, property management, travel arrangement, and shopping assistance.

Athena recognizes that families have different needs and practices than large institutional investors. For this reason the firm builds individualized client risk profiles that take into account growth goals, risk tolerance, liquidity needs, and time horizons. Understanding these key factors allows Athena to customize strategic asset allocation to each client’s preferences.

The Bloomberg ranking represents the latest of several honors awarded to Athena over the past 12 months. The Financial Times ranked Athena among the top 300 U.S. RIAs, while Financial Advisor ranked the firm among the top RIAs with $1 billion or more in assets under management. Meanwhile, Financial Planning named Athena among the top 15 Fastest Growing RIAs and InvestmentNews ranked Athena as the No. 1 RIA in Massachusetts.

Access the full Bloomberg ranking here.

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