ATHENA CAPITAL MANAGEMENT
Investment Advice, Management and Recommendations for Individuals, Families and Institutions
Institutional Expertise for Individual Investors
I believe individuals and families can benefit from the rigor and sophistication
that typically characterize institutional portfolio management. My approach to
managing client assets is rooted in the following core strengths:
1) Deep Understanding
Before investing any money for a client, I first determine the client’s goals,
tolerance for risk, and time horizon. I measure these factors against my extensive
knowledge of investments. Only then do I consider portfolio allocation and diversification.
2) Disciplined Portfolio Construction
Based on the specifics of each client’s situation, I provide exposure to an appropriate
mix of growth and income producing assets. I also seek to provide sufficient diversification
to meet client goals and minimize portfolio volatility.
3) Rigorous Oversight
When implementing a client’s investment strategy, I use a stringent process to screen for
investments, selecting those that meet the objectives established for that client. Once the
appropriate investments have been chosen, I provide ongoing oversight and make changes as appropriate.