Athena Capital Advisors
Wealth
and investment strategists, managers and implementers for very high net
worth sophisticated families, foundations and endowments.
Athena
Capital Advisors LLC is an unusual investment management firm serving
an elite group of sophisticated investors with substantial
wealth. Our clients typically have $100 million or more in
investable assets, and are often actively involved in wealth creation
through their own closely held firms. We specialize in managing
wealth for partners of Private Equity, Hedge Fund, and Real Estate
firms. We invite the most complex and challenging situations.
Athena
principals and employees come from sophisticated investment management
backgrounds, are highly educated, enjoy problem solving and client
service and pride ourselves on integrity and confidentiality.
We
are analytic, impartial, proactive and results oriented. We are
compensated by negotiated fees and never act in an agency relationship.
We
focus our practice on portfolio planning and transformation for
families, and select institutions- particularly thoughtful foundations
and endowments. We offer both comprehensive and a la carte
services focused on customization and risk management built on a strong
research platform.
Our
Wealth Advisory Services include investment policy creation, asset
allocation, tactical implementation, manager selection, monitoring, and
consolidated reporting. We have very strong quantitative and
derivative expertise; and often create customized swaps, hedges and
other sophisticated transactions and structures to serve our client's
needs and solve intricate problems.
We
have particular expertise in Alternative Investment Management
including the design of customized portfolios of hedge funds and other
private investments. We often advise our clients on direct
investment transactions. Our extensive relationships, and those
of our own clients, provide unusual knowledge and access to specialized
investment funds.
We
are accustomed to working with clients' lawyers, tax experts and other
service providers. We frequently assist our clients' extended
families, and are skilled in dealing with intra-family matters, trusts
and other unusual situations.
Athena
Capital also offers our clients the opportunity to utilize additional
financial management services including bill pay, bookkeeping,
financial statement preparation, and aircraft management.
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