Behavioral Approach Earns #1 ETF Strategist Ranking

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AthenaInvest Global Tactical ETFs Portfolio Earns Top Rank for 3 and 5 Year Performance

AthenaInvest (, the leader in Behavioral Portfolio Management, announced today that the Athena Global Tactical ETFs Portfolio earned the #1 ranking for 3-year and 5-year performance among all Managed ETF Portfolios based on Morningstar reports as of 9/30/15. (1)

C. Thomas Howard, PhD, who manages the Portfolio, is also co-founder of AthenaInvest, which was recently recognized by International Wealth & Finance as “Best Tactical ETF Portfolio Manager – USA.” (2) Building upon the Nobel Prize winning research of Daniel Kahneman, Dr. Howard is a pioneer in the application of behavioral finance for investment management and the author of the book, "Behavioral Portfolio Management."

“Conventional wisdom in the marketplace holds that investors are rational and markets are efficient,” says Dr. Howard. “In reality, there is an overwhelming presence of emotions involved in investment decisions which creates inefficiencies in the marketplace. Those inefficiencies when systemically analyzed generate unique opportunities.”

The Athena Global Tactical ETFs Portfolio earned the top spot in the growing Managed ETF Portfolios category. Comprised of ETF Strategists that allocate among ETFs, Morningstar reports the category has over 700 strategies, offered by 148 firms with $75 billion in assets. In addition to topping the list, the Athena Global Tactical ETFs portfolio outperformed its benchmark for 1, 3 and 5 years as of 9/30/15.

The portfolio uses Athena’s patented research process to measure behavioral patterns that distinguish real directional signals from market noise. These signals determine the portfolio's rotation and exposure to global equity markets which is then implemented with broad market ETFs.

"We are very proud of the consistent results we have achieved with our behavioral approach," said Dr. Howard. “To outperform the entire category of Managed ETF Portfolios speaks to the strength of our research and the growing importance of behavioral finance in our industry.”

The Athena Global Tactical ETFs portfolio is one of several behavioral strategies managed by Athena. The portfolios are available on Envestnet, Adhesion, Sawtooth, Schwab, Fidelity, T.D. Waterhouse and other platforms. For 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. Headquartered in Greenwood Village, Colorado, AthenaInvest is an SEC Registered Investment Advisor.


Pamela Saunders
(415) 254-7169

1.    For more information, visit

2.    For more information, visit

© 2015 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347, 8694406 and Singapore Patents 150371 and 184692 and Taiwan (R.O.C.) Patent 200829170.


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Lambert Bunker
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Pamela Saunders