Athena Managed Account Solutions

Athena Managed Account Solutions

Athena offers a range of award-winning separately managed account portfolios to meet different client objectives all built on components of Behavioral Portfolio Management. C. Thomas Howard, PhD, with more than 35 years of industry experience, leads Athena's research and portfolio management efforts.

Athena offers its separately managed accounts through financial advisors only. If you do not currently have a financial advisor, we can connect you with one of our trusted partners.

Specialized Equity Strategies

For investors looking for a set of strategies designed to meet specific objectives, Athena offers three distinct equity strategies which can be used on a standalone basis, combined, or as enhancements to existing portfolios.

PureAthena Pure Valuation | Profitability – Proven Alpha Equity

The portfolio holds 10 - 20 US stocks that meet a rigorous combination of valuation, profitability, dividend yield, and balance sheet characteristics to target long-term growth.
DivAthena Dividend Income Equity – High Dividend Equity

The portfolio holds 10 - 20 US stocks that meet a rigorous criteria based on patented stock ratings, sector diversification, and dividend yield to target income and growth.
GTAthena Global Tactical ETFs – Tactical Leveraged Equity

The portfolio utilizes patented behavioral research and market indicators to determine the most promising market in which to invest in order to target long-term growth. This unconstrained strategy invests in domestic or international equity markets and can use leveraged equity ETFs or can move to 100% cash equivalents.

Blended Equity Portfolios

Athena offers blended equity portfolios which combine our specialized equity strategies in the most popular configurations.

ManagedEquityAthena Managed Equity
  • Pure Valuation | Profitability
  • Dividend Income Equity
  • Global Tactical ETFs

Availability

Athena Portfolios are available on most major platforms. Click Here for the complete listing.

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