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Athena Global Tactical
Tactical market rotation strategy designed to invest in the right market at the right time.
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Athena Pure Valuation
Focused deep-value strategy designed to generate long-term performance.
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Athena Managed Equity
Multi-factor behavioral strategy designed for growth and income in diverse market conditions.
Athena Investment Management Solutions
Industry-leading behavioral investment strategies
Managed Account Availability
| Platforms (UMA) | Global Tactical | Pure Valuation | Managed Equity |
|---|---|---|---|
| Envestnet | • | • | • |
| Adhesion | • | • | • |
| Axxcess | • | • | • |
| Sawtooth | • | • | • |
| SMArtX Advisory Solutions | • | • | • |
| TCA by E*Trade | • | • | • |
| Mid Atlantic ModelXChange | • |
| Custodians (SMA) | Global Tactical | Pure Valuation | Managed Equity |
|---|---|---|---|
| Schwab Advisor Services | • | • | • |
| Fidelity Institutional / NFS | • | • | • |
| TD Ameritrade Institutional | • | • | • |
| Interactive Brokers | • | • | • |
About
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Contact
AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 320-S
Greenwood Village, CO 80111
Phone: (877) 430-5675
Fax: (303) 721-6294
Email: support@athenainvest.com