Athena Capital Advisors Named to 2016 Financial Times 300 Top Registered Investment Advisers for Third Consecutive Year
June 16, 2016 – Athena Capital Advisors is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S.
This is the third annual FT 300 list, and third time Athena has been recognized. The most recent FT 300 listing can be found here.
More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records.
The FT 300 is one in series of rankings of top advisers the FT produces in partnership with Ignites Research, including the FT 401 (DC retirement plan advisers) and the FT 400 (financial advisers from traditional broker-dealer firms).
ABOUT ATHENA CAPITAL ADVISORS
Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With $6 billion in assets under management, Athena is headquartered in Lincoln, Mass., and operates a second location in New York City. Athena provides both private clients and institutions with modern portfolio solutions and unparalleled client service. Athena offers clients investment advisory and management, investment administration and reporting, external chief investment officer, and estate and wealth planning services. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena delivers solutions tailored to clients’ specific needs. In addition, Athena is a leader in values-based investing. For additional information on Athena Capital Advisors, please visit www.athenacapital.com.
Athena Capital Advisors
Alexandra Romanski, 781-274-9300
Third party rankings and recognition from ratings services are not a guarantee of future investment success. Working with a highly rated adviser does not ensure that you will experience a higher level of performance or results. Ratings should not be considered an endorsement of Athena by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. A more thorough disclosure of the criteria used in making these rankings is available upon request.