AthenaInvest is a Greenwood Village, Colorado-based investment research and asset management firm founded in 2005. AthenaInvest has developed a carefully researched, patent-pending methodology called Strategy Based Investing (SBI), along with a powerful US and international equity analytical engine which allows us to deliver a range of product offerings to financial professionals. These products include powerful equity portfolio research tools along with an array of equity mutual fund and individual stock portfolios.

AthenaInvest Advisors LLC (a wholly owned subsidiary of AthenaInvest, Inc.) is a Registered Investment Advisor with the United States Security and Exchange Commission.

Style Grid Alternative

AthenaInvest is committed to providing a superior alternative to the traditional style grid categorization of equity managers. Intensive research reveals that the style grid has unintentional yet highly problematic consequences for financial advisors, mutual fund companies, and individual investors alike. If you have grown weary of the style grid, then you will find SBI an innovative and refreshing alternative.

We Serve Financial Advisors

We focus on meeting the equity investment needs of financial advisors. Our services range from providing tools to help advisors make better equity portfolio decisions to providing full third party management. Whatever your needs, AthenaInvest has a service for you.

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AthenaInvest Principles

C. Thomas Howard, PhD | Bio
CEO and Director of Research, AthenaInvest, Inc.

Craig C. Callahan, DBA | Bio
President, ICON Advisers, Inc.