JUNE 2017

Athena Named Finalist in WealthManagement.com Industry Awards for Socially Responsible Investing

LINCOLN, Mass. - Athena Capital Advisors, a registered investment advisor providing investment management, advisory, and outsourced CIO services to private clients and institutions, was named a finalist in WealthManagement.com’s Industry Award program for Socially Responsible Investing (SRI).

The Industry Award program is held annually and recognizes outstanding achievement among financial services companies and organizations that support the larger financial advisor community. This is the second consecutive year that Athena has been included in the list of finalists for SRI. The firm was recognized on the short-list last year in the thought leadership category for family offices.

“We are pleased to be recognized again by WealthManagement.com,” said William McCalpin, Managing Partner, Impact Investments. “Over the past 18 months Athena has stepped up its thought leadership activities as a contribution to the further development of the practice of impact investing. We value dialogue with other practitioners about experience building and managing diversified, multi-asset class portfolios that meet clients’ risk, return and social objectives.”

This recognition is the latest of several over the past 12 months. In June, Athena was included in InvestmentNews’ Largest Fee-Only RIA listing, The Skorina Letter’s Top 25 Investment Advisors in the OCIO space, Barron’s Top 20 Independent Advisory Firms, and Pension & Investments’ Annual OCIO ranking, as well as listings from other industry-related publications.

About Athena Capital Advisors

Founded in 1993, Athena Capital Advisors is an independent, privately owned, registered investment advisor located in Lincoln, Massachusetts and New York City.  As of December 31, 2016, the firm had approximately $5.5 billion in assets under management.  Athena offers clients investment advisory and management, investment administration and reporting, external chief investment officer, and wealth planning services.  Its clients include both taxable families and tax-exempt institutions.  Athena uses a research-driven approach to strategic and tactical asset allocation to provide solutions that are customized to each client’s particular circumstances and objectives.  For additional information on Athena Capital Advisors, please visit www.athenacapital.com.



Athena Capital Advisors
Sabrina Marasco, 781-274-9300