The information on this website is
subject to change and is for informational purposes only. This website
does not represent an offer or solicitation to buy or sell securities.
Moreover, this site is not an offer to provide investment advisory services in
states where we have not filed notice, or where we do not have an exemption or
exclusion from filing notice. Information throughout this site has been
obtained from sources believed to be accurate and reliable. However, the
accuracy of all material cannot be guaranteed. In addition, we are not
responsible for information on linked websites. ACM does not offer or
render investment advice
through this website and nothing
herein should be considered investment, financial, tax, or legal advice.
Nothing on this website should be interpreted to state or imply that past
investment results are a guarantee of future performance.
Are you looking for
someone to manage your investments for you? If so, you've found the right place!
Welcome to the Athena
Capital website. My goal is to provide people like you with expert
investment advice and investment management services to help you reach your
goals. If you're curious click here to find out more about me
and my qualifications.
You want someone with a true
passion for investing, and a passion for helping people like you reach your
goals.
I love conducting research, studying companies, crunching numbers, and making
investment decisions. My passion shows in both my knowledge and my
results. (more)
You want someone who aligns your
interests and theirs,
so you know you won't get ripped off.
I'm a fee-only advisor. The
better the returns I get for you, the better my compensation. This
structure, unlike commissions, allows me to be your long-term partner.
You want a manager who invests his money right beside yours.
Can you really trust a manager who doesn't follow his own advice? I invest
my own money in the same investments I put you in because I truly believe
they're the best.
You want a manager who uses a
proven investment style, not someone who follows the herd or buys trendy stocks.
Value investing has been beating the market for over 70 years, proven not only
by a tremendous amount of academic research, but my the records of the world's
best money managers, like Warren Buffett of Berkshire Hathaway and Bill Miller
of Legg Mason.
You want a manager focused
primarily on investing, not marketing and sales. I deliberately focus
the vast majority of my effort on getting investment results for you. This
narrow focus benefits you.
You benefit because I limit the
number of clients I serve. Serving too many clients leads to poor
performance and service. An investment manager focused on helping current
clients will serve you better than one more focused on finding new clients.
You want a straight shooter.
I emphasize unclouded candor in everything I do. I believe this serves you
better because you'll know exactly what I'm thinking--good and bad.
