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.

Please explore the above links to learn more about our firm's products and services.

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