JULY 2015

Athena Capital Advisors Ranked as a Top RIA for Second Consecutive Year in the FT 300

Athena Capital Advisors, a registered investment advisor providing investment management, advisory, and external CIO services to private clients and institutions, was named to the Financial Times’ exclusive FT 300, an annual listing of the Top Registered Investment Advisors in the United States.

“We are truly honored to be recognized yet again as part of this exclusive listing by the Financial Times,” said Lisette Cooper, Founder and Chief Executive Officer of Athena Capital Advisors. “Our success is reflective of Athena’s focus on providing consistent risk-adjusted returns driven by both quantitative and qualitative research and tailored to our clients’ specific goals and objectives.”

Athena has been recognized as part of the FT 300 each year since the annual listing was first introduced in 2014. The most recent FT 300 listing can be found here.

The FT 300 was established by the Financial Times in collaboration with Money-Media, a subsidiary of the FT that publishes Financial Advisor IQ, FundFire and other asset management-focused publications. The listing considers all SEC-registered RIA firms in the U.S. with at least $300 million in assets under management (AUM). RIA firms are scored on six attributes, including: AUM, AUM growth rate, compliance record, years since founding, professional certifications, and online accessibility. Out of a pool of over 2,000 possible candidates, 300 RIA firms are selected each year.

Athena’s inclusion in the FT 300 represents just the latest honor in recognition of the firm’s customized approach to investment management and financial advisory services. Also in July, Athena was listed among the Top 30 in Financial Advisor’s 2015 RIA Ranking, and earlier this year, Athena was named among the Top 15 fastest growing RIA firms and ranked as the No. 6 RIA firm nationwide by Financial Planning. Over the past 12 months, Athena was ranked as the No. 1 RIA firm in Massachusetts by InvestmentNews; included in Bloomberg’s annual ranking of the Richest Family Offices; and included in the Boston Business Journal’s listing of top Massachusetts RIA firms.

About Athena Capital Advisors

Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With nearly $6 billion in assets under management, Athena is headquartered in Lincoln, Mass., and operates a second location in New York City. Athena provides both private clients and institutions with modern portfolio solutions and unparalleled client service. Athena offers clients investment advisory and management, investment administration and reporting, external chief investment officer, and estate and wealth planning services. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena delivers solutions tailored to clients’ specific needs. In addition, Athena is a leader in values-based investing. For additional information on Athena Capital Advisors, please visit www.athenacapital.com.


Athena Capital Advisors
Liz Hardy, 781-274-9300