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Services

Athena Capital offers a full range of services to wealthy families and their advisors including financial planning, design and implementation of customized investment strategies, expert financial instrument valuation, money manager selection & oversight and investment technology solutions.

We support our clients in two core capability areas:

    • Family Office Advisors
    • Wealth Management

Family Office Advisors

  • Oversee the complex financial lives of families with substantial assets
  • Educate multi-generations within families about living with their wealth
  • Work with accountants, estate experts and other family advisors to formulate comprehensive risk, return and tax-efficient investment strategies
  • Design an appropriate investment benchmark customized to the client's needs:
  • Considers your personal situation, income needs, time horizon, liquidity needs, legal and tax constraints, risk tolerance, inter-generational issues, special needs and circumstances
  • Diversified amongst a range of asset classes as appropriate, including US equities, foreign equities, real estate, private equity, alternative investments, bonds and cash equivalents
  • Expert valuation services for illiquid and complex financial instruments to facilitate hedging and tax-efficient transfers of assets
  • Simplified, consolidated reporting of worldwide accounts, partnerships, and investment performance
  • Meetings as often as the client requires, with an in-depth quarterly review of all changes, decisions made, portfolio performance, needs for the next quarter in accordance with expectations


Wealth Management

  • Your chief investment officer and personal investment staff
  • High-touch personal advisory services fielding your investment queries in a time-sensitive, opportunity oriented framework by experienced investment professionals
  • Investment implementation and execution consistent with your personalized investment plan optimizing risk, return and taxes, according to your families’ needs and market conditions
  • Due diligence and fiduciary selection of investment managers and hands on investing consistent with your investment strategy and policy
  • Your advocate in working with Wall Street to structure and execute complex transactions on a risk-controlled and cost-effective basis
  • Monitor investment performance and money managers’ compliance with the investment policy -- rebalancing and changing investment mix as needed when the following occurs:
      • Client has new specific need or opportunity
      • Overall goals or needs of the client change
      • The markets change (rebalancing required)
      • Specific investment changes (new manager)

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Athena Capital Advisors, LLC       +1 781 274 9300
© Copyright 2008 Athena Capital Advisors LLC All rights reserved.
Last updated 05/23/2008

The Firm

With offices in the Boston Area, a national center for quantitative investment research and management, Athena Capital Advisors enjoys easy access to the latest market research from leading university programs and to the best in money managers.

Lisette founded Athena Capital in 1993. Earlier, Lisette was manager of consulting at BARRA, a publicly held software company specializing in financial models for institutional investors. She also spent five years as Vice President and Senior Strategist for Merrill Lynch, where she analyzed, designed, and marketed innovative securities for money managers, banks and corporations.

Dr. Cooper earned a Ph.D. from Harvard University in 1987, and holds a bachelor's degree from Wesleyan University. She has extensive experience in the valuation of non-public financial instruments and has acted as an expert witness in cases involving complex securities and management of portfolios. Dr. Cooper earned the AIMR designation of Chartered Financial Analyst (CFA) in 1995.

Dr. Lisette Cooper