About Athena Capital Advisors

Website
Website
Employees
Employees
11-50 employees View all
Industry
Industry
investment management
Location
Location
55 Old Bedford Rd. Suite 302,Lincoln,MA,US
Description
Information
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 customized to each client's particular circumstances and objectives.

Athena Capital Advisors Alternatives

Industry
financial services
Industry
Investment Management
Industry
Investment Management
Industry
Investment Management
Industry
investment management

Frequently Asked Questions about Athena Capital Advisors

What is Athena Capital Advisors email format?

The widely used Athena Capital Advisors email format is {f}{last} (e.g. [email protected]) with 75% adoption across the company.


What is Athena Capital Advisors customer service number?

To contact Athena Capital Advisors customer service number call here 7812749300. To contact Athena Capital Advisors customer service number in your country click here to find.


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