AthenaInvest Profile

Athena Invest Advisors

ABOUT US

  • Founded in 2005  
  • Employee Owned and Operated. CIO & Founder: C. Thomas Howard 
  • SEC – Registered Investment Advisor
  • Roughly $500 mil million under supervision* as of 12/30/2019
  • Strategies: Global Tactical ETF, Pure Valuation, Dividend Income 
  • Greenwood Village, CO 
  • Contact: Lambert Bunker (877) 430-5675

Overview & Philosophy

The industry leader in Behavioral Portfolio Management, AthenaInvest, employs a patented investment process built on a deep academic foundation, using proprietary research developed and refined over 35 years of interaction with leading academics and institutional managers. This rigorous academic foundation remains central to Athena Invest’s asset management business today.

AthenaInvest was founded as an equity research firm by C. Thomas Howard, PhD to study the behavior of successful active equity managers. Building on the Nobel Prize-winning research of Daniel Kahneman, Dr. Howard is a pioneer in the application of behavioral finance.

Athena Managed Accounts

Athena’s core investment strategies can be accessed independently or as a diversified behavioral equity portfolio. 

SPECIALIZED EQUITY PORTFOLIOS

Athena Global Tactical ETFs (Long-term growth)

9/1/2010 Tactical market rotation strategy designed to invest in the right market at the right time.

Athena Pure Valuation | Profitability (Long-term growth)

7/1/2002 Focused deep-value strategy designed to generate long-term excess returns.

Athena Dividend Income Equity (Growth & Income) 

10/1/2010 High-dividend equity strategy designed to provide sustainable income with less capital.

BLENDED EQUITY SOLUTION PORTFOLIOS

Athena Managed Equity (Growth & Income)

10/1/2011 Multi-factor behavioral strategy designed for growth and income in diverse market conditions.

 

Recognition 

Athena portfolios have been recognized by multiple publications and rankings, including International Wealth & Finance, Morningstar, PSN and Barrons.

Athena Global Tactical ETFs • PSN Top Guns: 2013, 2014, 2015, 2016, 2017, 20181

Athena Pure Valuation | Profitability • #1 Performing Small Value SMA for 2013: Morningstar Advisor2 • Barrons Separate Account Winner: Q1 and Q2 20133 • PSN Top Guns: 2010, 2011, 2012, 2013, 2014, 2016, 20181

Athena Dividend Income Equity • PSN Top Guns: 2014, 2016