Coming Soon!

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Tell a New Story

The traditional approach to building client portfolios is to first determine the client's risk level and investment horizon, allocate the portfolio among asset classes, and then allocate the active equity portion of the portfolio among style boxes and/or sectors. Using Athena Advisor Suite, you can have a completely different conversation that resonates with clients.

Instead of telling your clients the same old story about how they need to diversify across boxes because performance changes from year to year, what if you aligned the investment strategy of the portfolio with your client's outlook?

For example, if you have a client that is environmentally sensitive, you can build your portfolio around the highest rated funds in the Social Considerations strategy.  Then when you talk to your client, you can tell her that you chose the funds you did because they are investing the way she would want them to.  Isn't this a much more natural conversation than saying, "I put you in small cap growth because you have a high risk tolerance?"

Comprehensive Toolset

Learning to tell this new story is easier than you think.  If you are an advisor looking for a way to differentiate yourself in the marketplace in a truly meaningful way, then the Athena Advisor Suite may be the solution for you.  Here are the major components of the suite:

• Athena Fund Reports
• Fund Search by Strategy and Diamond Rating
• Customized Lists and Views
• Built-In Athena Strategy Index Comparisons
• Customizable Client Communication

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If you would like to learn more about the Athena Advisor Suite solution, please call or email us today.