AthenaInvest Recognized as “Best Tactical ETF Portfolio Manager – USA”

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AthenaInvest Wins Prestigious 2015 Wealth & Finance International Alternative Investment Award

AthenaInvest, ( the leader in Behavioral Portfolio Management announced today that it is the recipient of the award for “Best Tactical ETF Portfolio Manager – USA” in the 2015 Wealth & Finance International Alternative Investment Awards. The performance of the Athena Global Tactical ETFs Portfolio helped Athena earn the award with three-year performance that made it the number one Managed ETF Portfolio as of 12/31/14 according to Morningstar. (1) The Portfolio also received ‘Top-Guns’ recognition from the Informa Investment Solutions PSN manager ranking database for 2013, 2014 and 2015. (2)

The Wealth & Finance International awards were developed to recognize and reward excellence, best practices and innovation in finance. This is the second consecutive year that AthenaInvest has been recognized, following on their award in 2014 for their innovative behavioral approach to portfolio management. “We are once again thrilled to receive the recognition from such a forward-thinking organization, particularly in a category focused on investment management expertise,” comments C. Thomas Howard, PhD., Chief Investment Officer at AthenaInvest.

Dr. Howard is the architect of the behavioral investment approach behind the Athena Global Tactical ETFs Portfolio. “The popular notion in the marketplace is that people are rational and markets are efficient,” Dr. Howard says, “but in reality, there is an overwhelming presence of emotions involved in investment decisions which creates inefficiencies in the marketplace. Those inefficiencies, when systemically analyzed, can generate terrific opportunities for superior portfolio performance.”

To harness such behavioral inefficiencies, Dr. Howard estimates expected returns in various global equity markets using measures of deep behavioral currents. The Athena Global Tactical ETFs Portfolio uses the strength of these expected market returns to allocate among U.S. large-cap equities, U.S. small-cap equities, international developed equities and cash. In high expected return environments, the portfolio can use leverage but can also fully liquidate when expected returns are low. This unique combination takes advantage of both market rotation and market exposure opportunities.

"We would like to thank Wealth & Finance International for their recognition,” comments Dr. Howard. “While it is an important accolade for AthenaInvest, it also validates the industry’s growing confidence in behavioral investment management.”

For media inquiries requesting more information on AthenaInvest, please contact Pamela Saunders at (415) 254-7169 or pamela.saunders(at)athenainvest(dot)com. For financial professionals requesting more information, please visit or call (877) 430-5675.

About AthenaInvest Advisors LLC
AthenaInvest is the industry leader in Behavioral Portfolio Management with a patented research process built on a deep academic foundation developed over 35 years of interaction with leading academics and institutional managers by C. Thomas Howard, PhD, CEO and Director of Research. AthenaInvest analyzes persistent and predictive behavioral factors to build innovative investment strategies including concentrated equity, high-dividend equity and global tactical equity. AthenaInvest is a sub-advisor to AdvisorShares, Princeton Fund Advisors and ICON Advisers.

1.    For more information, visit
2.    For more information, please visit

Headquartered in Greenwood Village, Colorado, AthenaInvest is a SEC Registered Investment Advisor. Please visit for additional information.

© 2015 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347, 8694406 and Singapore Patents 150371 and 184692.

Past performance is no guarantee of future performance.

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Lambert Bunker
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Pamela Saunders
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