A complete list of active advisors currently associated with Athenainvest Advisors LLC

Warmer can help you find a great advisor at Athenainvest Advisors LLC or one who fits your needs even better.

AthenaInvest provides investment management, model and target-portfolio services to financial professionals, institutions, registered investment companies, and a limited number of individual investors. The firm offers separate account management, model-provider implementations, and advisory or sub‑advisory services for mutual funds and ETFs. The firm applies a patented Behavioral Portfolio Management (BPM) framework built on proprietary research and decades of academic collaboration to guide asset allocation, fund and security selection, and monthly rebalancing. Its offered strategies range from a tactical global equity approach that uses market barometers and can take concentrated, leveraged ETF positions to a valuation‑focused equity strategy that screens for dividend‑paying, balance‑sheet‑strong stocks. AthenaInvest is notable among peers for regularly serving investment company clients and other investment advisers while also providing portfolio management for funds — arrangements that are uncommon for supported firms. The firm also discloses and advertises predecessor and performance results and emphasizes its patented research and the tactical use of leveraged ETPs held for multi‑month periods, features that distinguish its approach from many similar advisers.

To learn more about the advisors currently working at Athenainvest Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.