As a trusted advisor, we pride ourselves on delivering insightful and unbiased investment and wealth solutions, attuned to the markets and the specific needs of our clients.
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Through understanding each client's needs, objectives and risk tolerance, we create individually tailored portfolios.
Our open architecture yields an expansive universe of investment options across all global asset classes.
Exceptional service is characterized by diligent portfolio management, insightful communication, and our desire to anticipate client needs.
Our Investment Approach
Diversification and compounding returns anchor our long-term investment philosophy and underpin our approach to strategic asset allocation. Tactical asset allocations capitalize on short-term market inefficiencies and help protect portfolios against downside market risk. And as a manager of managers, instrument selection is informed by quantitative and qualitative analysis and enabled through our access to top managers across asset categories. ...More
As a firm, we participate in over 500 manager meetings each year, across all of the global asset classes, to build a knowledge base and network that allows us to bring to clients the forward-thinking ideas and strategies tailored to their needs.
Impact Investing: History and Opportunity reviews the sometimes confusing terminology that proponents and practitioners of this new investment approach use and then introduces various strategies that are available across asset classes.
Athena Capital Advisors’ Jeff Finkelman discussed sectors where investors may find impact opportunities in light of President Trump’s proposed policy changes in a recent article in Investment News.
As an independent firm with unrivaled access to leading investment managers across multiple asset classes, we construct customized portfolios aligned to clients' investment objectives, risk tolerance and liquidity needs.