CUSTOMIZED
INVESTMENT SOLUTIONS

Mindful of the markets; mindful of our clients

High Net Worth
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We understand the unique and complex needs of affluent families, welcoming clients with assets of $25 million and up. Many families who work with us consist of professional investment managers and their spouses, who choose Athena for our comprehensive investment and wealth management capabilities. We also offer investment performance and balance sheet reporting as a stand-alone service for those who have such needs.

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WHAT FULL SERVICE
MEANS TO US


Full service means understanding client needs and aspirations, incorporating those views into customized portfolios and overseeing the details of managing family wealth. We can tailor our service model to best meet each family's unique needs. Beyond direct consultation with clients, we also work with their families, across generations, as well as their advisors, accountants and attorneys to deliver integrated service.

Customized strategies are implemented using investment managers identified by our independent research team. The end result is a portfolio that is diversified globally across asset classes and strategies and matched to each client's risk tolerance and return objectives.

For those individuals or families with a desire to simplify their performance and balance sheet reporting but do not require our comprehensive services, we offer financial reporting services on a stand alone basis. Clients who choose this option gain access to the highly customizable reports we offer our full service clients but manage and administer their own portfolio.

POST-MODERN
PORTFOLIO THINKING


Protecting and growing client wealth is core to what we do. A focus on capital preservation, augmented by fresh perspectives and deep understanding around new strategies, provides a contemporary approach to investment management. Through channeling three distinct sources of returns derived from strategic and tactical asset allocation and instrument selection, we craft portfolios calibrated to take advantage of market opportunities while accounting for downside risk. We have expanded upon modern portfolio theory so our clients can incorporate their personal values into a customized investment strategy.

ATHENA'S CUSTOMIZED PRIVATE CLIENT APPROACH

CLIENT-SPECIFIC FACTORS AND OBJECTIVES:

  • Time Horizon, Cash Flow, Liquidity, Spending Needs
  • Tax, Legal and Special Considerations
  • Growth Goals/Risk Tolerance
  • Estate and Wealth Planning Support
  • Values-Based, ESG and Impact Investing, if desired

RESOURCE MODEL PORTFOLIO:

  • Strategic/Tactical Asset Allocations
  • Instrument Selection
THE ATHENA PROCESS

IN-HOUSE ESTATE & WEALTH PLANNING EXPERTISE


Our Private Client Services and Wealth Strategies team helps families navigate the complexities of tax and estate planning, intergenerational gifting and wealth management. These capabilities are a key differentiator for Athena and we also act as a liaison with each client's third-party advisors to help develop, implement and oversee sophisticated strategies.

SOURCES OF CLIENT WEALTH
  • Professional Investment Managers / Families
  • Business Owners
  • Public Company Executives
  • Inherited Wealth

TRUSTED COUNSEL


Through regular and continual interaction with clients and their families, we have privileged access that allows for a deeper understanding of a client’s holistic financial picture as well as the interpersonal dynamics that can influence how they manage their wealth.  As a trusted advisor, we are in a unique position to offer a higher level of service around delicate situations, whether it’s the sale of a family business, trustee selection, intergenerational wealth transfer or other challenging realities of life.

We're not a multi-family office; we’re a family office for multiple families.

SIMPLIFYING FINANCIAL LIVES


In addition to investment management, we provide comprehensive operational and family office support, including:

  • Investment sourcing
  • Multigenerational strategies
  • Performance reporting
  • Tax-information management
  • Charitable planning
  • Insurance program evaluation
  • Wire execution
  • Subscription documents
  • Capital calls
  • Credit line negotiation

Athena brings experience, comprehensive capabilities and technology to bear.

A VALUES-BASED OPTION


As a pioneer in impact investing, we view values-based strategies as the natural intersection between philanthropy and investing. Our capabilities in this area span all major asset classes and values-based strategies, including impact, ESG/SRI screening and shareholder activism. And for those who desire it, we can incorporate a wide range of client-specific values into traditional portfolio construction and management. ...More

Experience in SRI and impact investing that spans beyond 10 years.

EXAMPLES OF ESG INVESTMENTS INCLUDE:
ENVIRONMENTAL:
  • Renewable Energy
  • Environmental Management
  • Conservation
SOCIAL:
  • Organization-Specific Values
  • Community Development
  • Human Rights
GOVERNANCE:
  • Diversity
  • Board Oversight
  • Sustainability Reporting

MEETING PHILANTHROPIC OBJECTIVES


We understand that the sources of client satisfaction often extend far beyond simply meeting a family's financial goals; for many, legacy and a sense of purpose passed on to future generations is just as important as their financial well-being. With decades of experience to draw from, we can help clients formulate, carry out and measure their philanthropic objectives, offering assistance and counsel for everything from gifting strategies for low-basis equity holdings to administering and managing assets for clients' private foundations and donor-advised funds.

THE PHILANTHROPY CONTINUUM

PHILANTHROPY

ADMINISTRATION AND MEASUREMENT

THEORIES OF
SOCIAL CHANGE

We offer clients ideas and solutions they won't find anywhere else, bringing several dimensions together for a holistic and integrated approach to managing client wealth.
Anne Marie Towle, Managing Partner, Private Client Services & Wealth Strategies