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 / Placemark
Pershing / Lockwood
Sawtooth Solutions
Adhesion (TDA UMAX)
Trust Company of America

Contact

AthenaInvest Advisors LLC

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