Custom Designed Portfolios

Thinking about buying stocks but don’t know where to start?

Independent Research

Your Athena Wealth Management consultant is supported by one of the largest independent broker dealers in the industry, LPL Financial Member FINRA/SIPC*. With access to timely, detailed information computer modeling tools and market intelligence, your consultant makes informed decisions on your behalf. No requirements are imposed by the constraints of proprietary products, investment banking relationships or other activities that may be inconsistent with your needs. Your consultant will thoroughly analyze the research provided and select those investments best suited to your unique financial situation.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue


One of distinguishing hallmarks of the Strategic Asset Management (SAM) is its extraordinary capacity to facilitate custom-tailored portfolios. Portfolios can be created to minimize the tax consequences of investing, address current income needs, preserve your retirement assets or seek capital appreciation. Regardless of your investment objectives, your portfolio will be constructed to reflect your personal goals, time horizon and risk parameters, as well as other considerations.

Your Athena Wealth Management Financial Consultant will formulate an asset allocation plan based on the combined performance attributes of the individual asset classes. Your portfolio may include, but is not limited to, mutual funds, stocks, bonds, cash equivalents or a combination of these vehicles. What’s more, you have the ability to include investments you already own, such as long-held performers and sentimental favorites.
Ongoing Management

Portfolio rebalancing is a critical component of the strategic asset allocation process and essential to the long-term pursuit of success of your portfolio. Rebalancing is designed to ensure that the allocation of your assets remains in line with your stated investment objectives. Because the relative performance of various asset classes will vary, portfolios that are not reviewed on a regular basis tend to drift from their target allocations. A portfolio that is not regularly rebalanced could assume a risk/reward profile that is not in keeping with your investment objectives. Your portfolio will be reviewed on a periodic basis, and adjusted when needed, to help maintain the optimal allocation of your investments.


One account. One statement. One fee. Strategic Asset Management (SAM) allows you to have all your investments under one roof, making it easy to monitor, manage and make changes to your portfolio when necessary.

Quarterly performance reports provide clear, concise information about your investments. These reports provide an excellent opportunity for you and your Athena Wealth Management Consultant to review your investment mix and determine whether your current portfolio correctly reflects your long-term financial goals.

Asset allocation does not ensure a profit or protect against a loss.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss


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