Athenainvest Advisors LLC

Andrew Howard is a Series 65-licensed advisor with Athenainvest Advisors LLC, where he has worked since 2008 and has 17 years of industry experience. He also serves as Vice President of Product Development for AthenaInvest, Inc., a software services data provider, in a non-compensated role. Athenainvest Advisors LLC provides investment management, model, and target-portfolio services to financial professionals, institutions, registered investment companies, and select individual investors. The firm employs a patented Behavioral Portfolio Management framework and offers strategies ranging from tactical global equity approaches using leveraged ETFs to valuation-focused equity strategies emphasizing dividend-paying stocks.

Charles Howard is a financial advisor at Athenainvest Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Athenainvest Advisors since 2008. Howard is also the CEO and Director of Research at AthenaInvest, Inc., a software services data provider, a role he has held since 2005 without current compensation. Athenainvest Advisors provides investment management, model, and target-portfolio services to financial professionals, institutions, registered investment companies, and select individual investors. The firm uses a patented Behavioral Portfolio Management framework based on proprietary research and academic collaboration to guide asset allocation and security selection, offering strategies that include tactical global equity and valuation-focused equity approaches.

David Stock is a financial advisor with AthenaInvest Advisors LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked at Check Six Capital LLC and Rainsberger Wealth Advisors Inc. since 2008. Outside of his advisory work, he coaches endurance athletes through his involvement with Wild Blue Racing LLC. AthenaInvest provides investment management, model, and target-portfolio services to financial professionals, institutions, registered investment companies, and select individual investors. The firm employs a patented Behavioral Portfolio Management framework that integrates proprietary research and academic collaboration to guide asset allocation and security selection, with strategies ranging from tactical global equity to valuation-focused equity approaches.

Lambert Bunker is a financial advisor at Athenainvest Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Athenainvest Advisors since 2010. Athenainvest Advisors provides investment management, model, and target-portfolio services to financial professionals, institutions, registered investment companies, and select individual investors. The firm uses a patented Behavioral Portfolio Management framework and offers strategies including tactical global equity and valuation-focused equity approaches, serving both investment company clients and other advisers.