Athena offers a comprehensive array of services and an efficient, world-class experience for our clients.
Our services include:
► Investment Advisory & Management
► Investment Administration & Reporting
► External Chief Investment Officer & Investment Consulting
► Estate & Wealth Planning
Whether our clients need investment sourcing and management services, wire execution and bill payment services, on-going manager and investment monitoring, aggregated portfolio statements or help devising estate planning strategies, we will act as their independent advisor and advocate, navigating the complex and varied financial landscape.