GIPS Compliance

Date Updated: 3/31/2012

AthenaInvest Advisors, LLC ("Athena"), a Colorado corporation, is a wholly owned subsidiary of AthenaInvest, Inc., a Delaware corporation. Investment management activities are conducted exclusively by AthenaInvest Advisors, LLC, which is an SEC Registered Investment Advisor. Besides owning the LLC, AthenaInvest, Inc. owns the firm’s intellectual property, including patents and trademarks, and provides data services to independent advisors as well as to institutional clients.

Athena has prepared and presented this report in compliance with Global Investment Performance Standards (GIPS®). GIPS® has not been involved with or reviewed Athena’s claim of compliance. To receive a complete list and description of Athena’s composites and/or a presentation that adheres to the GIPS® standards, please call (877) 430-5675 or download files from the links on this page. Additional information regarding Athena’s policies for calculating and reporting returns is available upon request. Returns are calculated in U.S. dollars.

This verification illustrates our commitment to fair representation and full disclosure, as well as consistency and comparability of investment management performance and represents Athena’s commitment to helping our clients to make valid performance comparisons. GIPS has not been involved with or reviewed Athena’s claim of compliance.

Athena's Composites

Portfolio Composites