AthenaInvest Wins 2014 Wealth & Finance Alternative Investment Award and Receives Fifth Patent for Behavioral Investment Process

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Behavioral Portfolio Management Gets International Recognition

AthenaInvest, ( the industry leader in Behavioral Portfolio Management announced today that it was awarded the 2014 Wealth & Finance Alternative Investment Award from Wealth & Finance International for its innovative behavioral approach to portfolio management.

The 2014 Wealth & Finance Alternative Investment Awards pay tribute to the businesses and individuals leading the way in one of the world's most exciting and diverse industries. “We’re pleased to receive the recognition by an organization focused on progressive and forward thinking investment management,” commented C. Thomas Howard, PhD, CEO and Director of Research at AthenaInvest.

The award from Wealth & Finance International comes on the heels of AthenaInvest receiving its fifth patent. The most recent patent is for their “Market Barometer,” which analyzes deep behavioral currents as market indicators.

AthenaInvest's Market Barometer is the foundation of the Athena Global Tactical ETFs Portfolio which delivered the strongest one-year returns in Morningstar’s Managed ETF Universe at the end of 2013. (1) The portfolio also received ‘PSN Top-Guns’ performance recognition from Informa Investment Solutions for its one-year and three-year returns at the close of the third quarter in 2014. (2)

“The patents reaffirm the uniqueness of our investment process,” added Professor Howard, “We believe there is a wide range of behavioral factors and innovative ways to deliver superior investment returns.”

The Behavioral Portfolio Management process is fueled by AthenaInvest’s sizable proprietary database which tracks and analyzes index data back to 1980 and contains equity mutual fund holdings and individual stock data back to 1997. Their quantitative and disciplined approach is aimed at identifying behavioral price distortions to build portfolios designed for long-term wealth creation for advisors and their clients.

For media inquiries requesting more information on AthenaInvest, please contact Pamela Saunders at (415) 254-7169 or 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 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.
© 2014 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347, 8694406 and Singapore Patent 150371 and Singapore Patent 184692.


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Lambert Bunker
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Pamela Saunders