Product Availability

Athena Portfolios can be implemented as SMAs or UMAs on a number of different platforms.  AthenaInvest is custodian-agnostic and will work with advisors on their custodian of choice in order to avoid time-consuming client paperwork.

 

Institutional Advisory Platforms

schwab

Schwab Intitutional Services

  • Find us in the Investment Proposal Center and in Managed Account Marketplace
fidelity

Fidelity Institutional Wealth Services

  • Hire Athena as a Third-Party Money Manager on WealthCentral
tda

TD Ameritrade Institutional

  • Find Athena Portfolios listed on Separate Account Exchange and use Athena on Veo
tca

Trust Company of America TCAdvisor II

  • Create your own custom blend of Athena Portfolios on Money Manager Unified Account Program

 

If you do not see the platform you are on, please contact us.  We may be able to get Athena Portfolios on the platform of your choice.