Athena's services

Portfolio Advisory Services:

Strategy
> Determine Goals and Objectives
> Articulate Asset Allocation Strategies, Incorporating Risk, Return and Taxes
> Create Investment Policy

Implementation
> Develop Portfolio Transition Strategies
> Execute and Administer Investment Strategy
> Create Customized Swaps, Hedges and Other Investment vehicles
> Assign Appropriate Benchmarks for Performance Measurement

Monitoring
> Ongoing Performance and Risk Management
> Monitor Compliance with Investment Policy
> Evaluate Appropriate Asset Location (Taxable vs. Tax-Exempt Entities)

Reporting
> Portfolio Reporting
> Performance Analytics