Investment Services
AthenaInvest understands that every Financial Advisor's practice is unique. That's why we have a range of investment services that you can choose from.
Separately Managed Accounts
Our premier portfolio offering, AthenaInvest SMA's provide the highest level of service to your clients. AthenaInvest manages the SBI Portfolios in accordance with guidelines set by you and your client.
Sub-Advisory
If you wish to maintain control over trading and timing, AthenaInvest can provide recommended portfolios complete with positions and weightings on a monthly basis. You can implement the SBI Portfolios for as many or as few of your clients as you wish, and we can tailor the portfolios to your specifications.
Custom Program
In order to meet your needs, AthenaInvest can help to craft an operational SBI Portfolio delivery plan for your practice. If you want to establish AthenaInvest SMA's for some of your clients and manage the portfolios of other clients using AthenaInvest Target Portfolios, we can help you do that.
If you have more questions about the SBI Portfolios, the Investment Services options, or are ready to invest, please call or email us today.
Other Options
If you are an advisor looking for a way to implement the SBI Methodology into your investment decision process and do not want to invest directly in SBI Portfolios, then one of our Research Solution offerings may be right for you:
Individual Investors
AthenaInvest is in the business of helping advisors serve individual investors. Only under certain circumstances will AthenaInvest offer its products directly to individual investors. If you are interested in investing in SBI Portfolios, please contact your financial advisor today. If you do not have a financial advisor, please contact us to discuss your options.