Product Availability

Athena Portfolios can be implemented as Separately Managed Accounts (SMAs) or Unified Managed Accounts (UMAs) on a number of different advisory platforms.

Managed Account Availability

Custodians (SMA)Managed EquityPure ValuationDividend IncomeGlobal Tactical
Schwab Advisor Services
Fidelity Institutional / NFS
TD Ameritrade Institutional
Platforms (UMA)Managed EquityPure ValuationDividend IncomeGlobal Tactical
Envestnet
Adhesion
Axxcess
Sawtooth
SMArtX Advisory Solutions
TCA by E*Trade
FTJ FundChoice
Mid Atlantic ModelXChange

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