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Investment Advisory Services

Sophisticated and unbiased investment advice is a cornerstone of Athenian Private Client Group. Especially in light of the world as it is now, we understand our clients' risk sensitivity and desire to preserve capital, as well as their need to have transparency in asset selection, performance, and fees.

Wealthy families vary greatly in their complexity, tax situation, estate plans, risk tolerance, and investment experience. Athenian Private Client Group constructs a personalized strategic investment approach for each client that changes with family circumstances.

Independent and Unbiased
Athenian Private Client Group serves as an independent investment consultant and a "manager of managers," in a fully open-architecture environment.

Risk Sensitive
Managing risk is fundamental to long-term client satisfaction and achievement of goals. This includes not only investment risk but also other risks addressed during the financial planning and wealth management process.

Cutting Edge
Driven by client needs, SagePoint Financial, Inc., expansive investment platform offers access to top-tier managers, with a bias toward boutique managers where transparency of incentives is more likely. We offer exposure to diverse asset classes including hedge funds, private equity, real estate, commodities, and other alternative investments.

Rather than adhering to static models, Athenian Private Client Group investment strategy is dynamically responsive to changes in the investment environment, market risk, and fundamental valuations.

Families expect value at each stage of the investment and advisory process as well as an understanding of the fees they pay.

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