AthenaInvest’s Global Tactical ETFs Portfolio Gets Top Ranking for 3 Year Performance

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Behavioral Portfolio Management Proving Effective in Global Allocation

AthenaInvest ( is pleased to announce that the Athena Global Tactical ETFs Portfolio which is managed using the firm’s unique Behavioral Portfolio Management investment process, ended 2014 with another Morningstar performance ranking at the top of its category. (1) Its three-year performance ending 12/31/14 earned the number one spot in the Managed ETF category following 2013 when it earned the same spot for one-year performance ending 12/31/13.(1) The Portfolio also received ‘PSN Top-Guns’ performance recognition for both years from Informa Investment Solutions.(2)

Thomas Howard, Ph.D., CEO and Director of Research at AthenaInvest heads up portfolio management for AthenaInvest and is the architect of Behavioral Portfolio Management. At its core, Athena’s process systematically analyzes behavioral factors in the markets for investment decisions. For other Athena portfolios, the process is focused on superior stock selection. For the Athena Global Tactical ETFs Portfolio, the process goes beyond stock selection to identify the most attractive markets and capitalization ranges in which to invest.

“The behavioral activity of many players in the markets including investors, portfolio managers and analysts creates unique opportunities for us to generate substantial returns,” comments Dr. Howard. “We recognized long ago that helping investors achieve meaningful investment results meant doing things differently. As an active manager we firmly believe that markets are not as efficient as many believe and our results confirm those beliefs.”

The Global Tactical ETFs Portfolio allocates among U.S. large-cap equities, U.S. small-cap equities, international developed equities and cash as determined by AthenaInvest’s patented market barometers. The investment process also includes the ability to use leverage or go to cash, allowing for both opportunistic and defensive exposure.

“The area of Behavioral Finance is still in its infancy and we continue to work with industry and academic leaders to identify more ways to build portfolios and help investors achieve their investment goals.” says Howard. “We are very pleased that the Athena Global Tactical ETFs Portfolio is getting performance recognition and increasing awareness and confidence in behavioral investing.”

AthenaInvest portfolios are available on Envestnet, Schwab, Fidelity, T.D. Waterhouse and other investment platforms.

For media inquiries requesting more information on AthenaInvest, please contact Pamela Saunders at (415) 254-7169 or pamela(dot)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, Ph.D., 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.

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Headquartered in Greenwood Village, Colorado, AthenaInvest is an 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 and184692.


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Lambert Bunker
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Pamela Saunders