ATHENA CAPITAL MANAGEMENT
Investment Advice, Management and Recommendations for Individuals, Families and Institutions
Factors to consider when selecting an advisor
The investment advisor you choose not only will have access to detailed information
regarding your personal finances, but also will be the individual entrusted to manage your financial
future. Make sure your advisor has:
1) Strong Ethics
The integrity of your advisor is of the utmost importance. It is essential that you can be confident
that your interests will always come first.
2) A Global Perspective
In an ever-changing global economy, your advisor needs to have the resources and expertise to
identify investment opportunities both domestically and abroad.
3) Knowledge and Experience
Managing your wealth is about much more than picking stocks or mutual funds; it requires an
understanding of economics, corporate finance, asset valuation, and portfolio construction and management.
4) Industry Recognition
While there are a number of reputable credentials in the financial industry, none are as rigorous or
as widely respected as the Chartered Financial Analyst (CFA) designation.