Investment Advice, Management and Recommendations for Individuals, Families and Institutions


Since 2005, Athena Capital has provided investment management services for individuals and families utilizing separately managed accounts consisting of individual securities.

Investment portfolios are crafted to meet your unique financial situation and needs. Assets are held in your name at an independent custodian to minimize costs and keep your money safe.

What sets Athena Capital apart? A collaborative and disciplined investment process, investing expertise, high ethical standards, and excellent returns for almost 16 years.

Investment management services are provided on a percentage of assets basis. Stock recommendations are provided to individuals and institutions for a flat fee.