MARKETS ARE NOT EFFICIENT

AND

PEOPLE ARE NOT RATIONAL

AthenaInvest applies behavioral finance to build innovative investment solutions.

LEARN HOW

  • Invest For The Decade, Not The Year

    Invest For The Decade, Not The Year

    The decade closed with equities appreciating 257% and advancing in eight of 10 years in the 2010’s. But have the markets become so overvalued that the coming decade will bring low or even negative returns?

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  • The Best Strategies for Building Wealth

    The Best Strategies for Building Wealth

    One of the underappreciated aspects of active management is the ability to build a well-curated portfolio of mutual funds that pursue unique investment strategies. The chart below shows the aggregate performance of ten active US equity strategies over the last thirty-eight years. Allocating to the top strategies and avoiding the bottom strategies can dramatically improve long-term performance.

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  • How Long Can A Good Fund Look Bad?

    How Long Can A Good Fund Look Bad?

    It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?

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  • 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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  • 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