AthenaInvest applies behavioral finance to build innovative investment solutions.LEARN HOW
Access and choice are not always a good thing. Investing has become too complex and overwhelming, with a myriad of choices and the endless stream of information that accompanies them. This is further compounded by the ease with which investments can be bought and sold. Confronted with this, many investors become paralyzed or impulsively buy and sell, in an elusive attempt to keep up.
Many advisors use risk tolerance to determine how to allocate client assets, putting clients in buckets of conservative, moderate or aggressive based on the question “How scared are you?” This approach can result in poor risk management, significant misallocation of resources and a high degree of anxiety. A better approach is to use a needs-based planning process to match resources to client goals.
Get our current take on the markets and economy with Athena Market View. This interactive application is updated monthly with perspectives from Behavioral, Economic, Valuation and Technical viewpoints.
Focus on low-cost equity mutual funds has increased dramatically in the past decade. While cost matters, mutual funds, much like other goods and services, should be evaluated based on what investors get for the price they pay. Indeed, few people start shopping for a car by asking, “What’s the cheapest car I can get?”
Concentrated equity portfolio managed with a unique combination of traditional value and behavioral approaches.
High-dividend equity portfolio managed with a unique behavioral approach.
ETF managed portfolio designed to invest in the right market at the right time.
“Best of Athena” diversified equity portfolio managed with a unique behavioral investment approach.
AthenaInvest Advisors LLC5340 South Quebec Street, Suite 365-NGreenwood Village, CO 80111
Phone: (877) 430-5675Fax: (303) 721-6294Email: firstname.lastname@example.org