Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With nearly $6 billion in assets under management, Athena is headquartered in Lincoln, Mass., and operates a second location in New York City. Athena provides both private clients and institutions with modern portfolio solutions and responsive client service. Athena offers clients investment advisory and management services, investment administration and reporting, external chief investment officer services, and proprietary independent research. They also can offer an independent review of client estate and wealth planning strategies. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena invests across all asset classes and builds portfolios customized to clients’ impact goals and risk/return preferences. In addition, Athena is experienced in impact and values-based investing.