Athena equities LP

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Description

Founded in 1981, we are an independent asset management firm owned and managed by highly experienced investment professionals. We provide personalized investment solutions and adhere to a team-based decision making process. At AHB, you will have access to senior portfolio managers who provide custom solutions and have a vested interest in the success of your investment portfolio.

We provide custom solutions for individuals and families. You will have access to our experienced investment professionals who will structure your portfolio to match your unique investment objectives. Our professionals will help you create a portfolio of stocks and bonds designed to meet your long-term after-tax investment objectives. Furthermore, we also custom manage your equity, bond and balanced portfolios with a strong emphasis on preserving your assets.

We provide personalized solutions to small and mid-sized organizations. We custom manage equity, bond and balanced portfolios with a strong emphasis on preservation of capital and focus your investment in large-cap value and growth companies and investment-grade bonds.

We focus on high-quality, intermediate maturity investment-grade corporate bonds exhibiting high relative market liquidity as well as U.S. Treasury and government agency bonds. Our quantitative credit spread analysis enhances our fundamental analysis of each corporation's underlying business. In addition, we provide our clients access to a broad selection of bonds through our position in the institutional bond marketplace.

Frank Palo, Vice President, joined the firm in 1999, bringing 27 years of experience in asset management operations and trading. Frank is responsible for all aspects of portfolio administration, performance measurement and trade execution. Frank also supports the maintenance and enhancement of the information technology systems in the areas of operations and trading. His background includes positions within the asset management divisions of Morgan Stanley, Lehman Management and Salomon Brothers serving high net worth and institutional clients.

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