JUNE 2016

Athena Ranked in Pensions & Investments’ Annual OCIO Listing

Lincoln, MA – June 28, 2016 – Athena Capital Advisors, a registered investment advisor providing investment management, advisory, and outsourced CIO (OCIO) services to private clients and institutions, announced today that the firm was ranked among the largest managers of outsourced assets by Pensions & Investments. The listing, published on June 13, 2016, was part of the print magazine’s Outsourcing/Insourcing special report.

Athena was No. 67 in the listing, which ranked top managers of OCIO services by total worldwide institutional outsourced assets under management, with either full or partial discretion, as of March 31, 2016. In a separate listing, incorporating both advisory and discretionary assets, Athena was ranked as the No. 70 largest outsourcing manager. The article and lists appeared in the print publication of the magazine.

Athena, which also serves high-net-worth private clients, provides nonprofits and other institutions with a customized investment program characterized by responsive service and comprehensive resources to meet the evolving investment demands facing nonprofits today. In 2014, Athena hired John H. Tyler as a managing director, Foundations & Endowments, to oversee the firm’s efforts on behalf of institutions and nonprofits.

“We are honored to be recognized by Pensions & Investments,” said Dr. Lisette Cooper, Founder and Chief Executive Officer of Athena Capital Advisors. “As nonprofits seek out a differentiated choice for their OCIO services, Athena’s scale, as well as our capabilities in values-based investing, allow us to meet the investment needs of our nonprofit clients in a manner aligned to their mission.”

Also in June, Athena was recognized in other published rankings and listings, including the Financial Times’ FT 300, an annual listing of the top RIAs in the United States. In a separate listing, InvestmentNews ranked Athena the No. 29 RIA nationally in its bi-annual “Largest Fee-Only RIA” list and as the No. 3 RIA in the state of Massachusetts.


Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With approximately $5.9 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 among the leaders in impact investing. For additional information on Athena Capital Advisors, please visit www.athenacapital.com.


Ken MacFadyen

Vice President, BackBay Communications