-
Athena Global Tactical
ETF managed portfolio using behavioral factors to generate alpha and manage risk through flexible market exposure.
-
Athena Pure Valuation
Concentrated equity portfolio managed with a unique combination of traditional value and behavioral approaches.
-
Athena Managed Equity
Athena Managed Equity is a “Best of Athena” diversified equity portfolio managed with a unique behavioral investment approach.
-
Athena Dividend Income
Athena Dividend Income Equity is a high-dividend equity portfolio managed with a unique behavioral approach.
Athena Investment Management Solutions
Explore our unique behavioral investment portfolios designed to meet client needs.
Managed Account Availability
| Platforms (UMA) | Global Tactical | Pure Valuation | Managed Equity | Dividend Income |
|---|---|---|---|---|
| Envestnet | • | • | • | • |
| Adhesion | • | • | • | • |
| Axxcess | • | • | • | • |
| Sawtooth | • | • | • | • |
| SMArtX Advisory Solutions | • | • | • | • |
| TCA by E*Trade | • | • | • | • |
| FTJ FundChoice | • |
|||
| Mid Atlantic ModelXChange | • |
| Custodians (SMA) | Global Tactical | Pure Valuation | Managed Equity | Dividend Income |
|---|---|---|---|---|
| Schwab Advisor Services | • | • | • | • |
| Fidelity Institutional / NFS | • | • | • | • |
| TD Ameritrade Institutional | • | • | • | • |
| Interactive Brokers | • | • | • | • |
About
Legal
The Latest
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