Athenainvest Advisors LLC

AthenaInvest Advisors LLC is a registered investment adviser specializing in Behavioral Portfolio Management, led by C. Thomas Howard, PhD, CEO, and Chief Investment Officer. The firm's unique investment approach, Behavioral Portfolio Management (BPM), applies behavioral finance principles to asset allocation, investment selection, and tactical management. Established in 2008, AthenaInvest offers investment management services for financial professionals, investment companies, institutions, and individual investors. The firm manages client assets totaling $273 million as of December 31, 2024, with $80 million under discretionary management. AthenaInvest's investment strategies include Athena Global Tactical and Athena Pure Valuation, focusing on behavioral market indicators and attractive valuation ratios, respectively. Clients can engage AthenaInvest on a discretionary or non-discretionary basis, with management fees varying based on the service provided. The firm does not charge performance-based fees. Minimum initial investments typically start at $100,000, but this amount can be adjusted at the firm's discretion. AthenaInvest does not receive compensation for client referrals from broker-dealers and maintains a transparent fee structure. The firm emphasizes a fiduciary duty to act in clients' best interests and provides detailed information on its investment strategies, fee structure, and potential risks in its brochure. Clients have the option to grant investment discretion to AthenaInvest, allowing the firm to manage their accounts efficiently. The firm's leadership, including C. Thomas Howard and Andrew Howard, ensures compliance with regulatory requirements and supervises all employees to maintain high standards of service.