AthenaInvest is a Greenwood Village, Colorado-based asset manager founded in 2005. We focus on successful active managers who are pursing successful strategies. Over the last five years, we have developed a carefully researched, patent pending methodology called Strategy Based Investing (SBI), along with a powerful US and international equity analytical engine which identifies successful strategy managers and their holdings.

We offer a range of SBI investment products and data services to the financial advisor, investment consultant, and asset manager segments of the financial services industry.

Industry Impact

Over the last five years we have made many presentations to thousands of attendees at conferences for national organizations, wire houses, broker dealers, and smaller RIAs. Our ideas resonate with a large proportion of our audiences. Often we are invited to present without having to pay a speaking fee, a sign of the strong interest in our topic. We have published a dozen or so articles in leading industry outlets.

SBI is a compelling idea that corrects the numerous problems with the current market-cap, value-growth Style Grid. By offering SBI overlay mutual fund portfolios, we make it easy for advisors who see the problems with the current system to take a look at our new methodology without having to replace their entire box-based practice. This allows them to move incrementally towards a strategy based system. There is no other company offering such a system. We believe that eventually SBI will become an important part of the industry, maybe even becoming a new standard alongside or replacing the Style Grid.

AthenaInvest Principles

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

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