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Athena Capital Advisors is now a part of Fiduciary Trust International. Athena was founded in 1993 by Dr. Lisette Cooper and the firm grew to $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. The firm offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, the firm invests across all asset classes and builds portfolios...
Athena capital advisors operates in the Investment management industry.
Athena capital advisors's HQ phone number is +1 877-203-4748
Athena capital advisors's revenue is 11m - 100m
Athena capital advisors has 11 - 50 employees.
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