MARKETS ARE NOT EFFICIENT

AND

PEOPLE ARE NOT RATIONAL

AthenaInvest applies behavioral finance to build innovative investment solutions.

LEARN HOW

  • Putting Market Declines In Perspective

    Putting Market Declines In Perspective

    Even though we all know market fluctuations are a normal part of equity investing, large market declines can be scary because they often happen rapidly and feel random.

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  • Long-Term is Longer Than You Think

    Long-Term is Longer Than You Think

    Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more. Investment managers also require long time horizons to deliver on their investment thesis. Finally, stock market volatility diminishes substantially over time, with a 75% decrease in variability for 10 years versus one year. As a result, developing patience and a long-term perspective are key to building wealth. We are living longer and need to invest appropriately. Even at age 70, the investment time horizon is more than 20 years.

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  • Looking Past the Headlines

    Looking Past the Headlines

    We are experiencing a new peak in the rhetoric around trade, geo-politics, the economy and the business cycle. We have also seen increased market volatility. It can be hard to know when to be concerned and when to tune out the noise. Having a consistent framework for viewing markets with a long-term perspective can be a valuable tool to help avoid costly behavioral mistakes. While there may be a heightened sense of fear in the headlines, based on our Market View, there is no reason to sound the alarm.

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  • The Power of Planning

    The Power of Planning

    Planning is a powerful tool to help investors succeed and achieve better outcomes. The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50. The results show that having and sticking to a plan results in three times the net worth when compared to those who don’t have a plan.

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  • GLOBAL TACTICAL

    GLOBAL TACTICAL

    Tactical market rotation strategy designed to invest in the right market at the right time.

  • PURE VALUATION

    PURE VALUATION

    Focused deep-​value strategy designed to generate long-term​ performance.

  • MANAGED EQUITY

    MANAGED EQUITY

    Multi-factor behavioral strategy designed for growth and income in diverse market conditions.

  • DIVIDEND INCOME

    DIVIDEND INCOME

    High-dividend equity strategy designed to provide sustainable income with less capital.

Contact

AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 365-N
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com