Founded in 1993, Athena Capital Advisors is a privately-owned wealth management firm that acts as a fiduciary for its clients. The firm specializes in serving families of substantial wealth and the institutions that support them, such as foundations and endowments. Its core services include Outsourced Chief Investment Officer (OCIO) solutions, customized portfolio management, impact investing strategies, and comprehensive wealth planning. The company is known for its research-driven, tailored approach to asset allocation and risk management, aiming to preserve and grow clients' capital across generations.

Founded in

United States