Athena Investment Management

Overview

Athena Investment Management operates as an independently owned advisory firm that has been SEC-registered since 1977. The firm is organized as a corporation and serves a mix of individual and family clients alongside institutional relationships. Its advisory mandate covers financial planning and discretionary portfolio management for individuals, small businesses, and other businesses or institutions. Fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. Athena does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. The firm does not function as a capital allocator; instead, it deploys externally managed products and traditional separate-account strategies for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives