Our Process

Our process is more than just advising and directing an investment portfolio. Any financial consultant can do that…

​We dig deeper to get to know YOU.  We consider all aspects of your wealth management and financial goals: your income, assets, tax complexities, retirement plans, charitable giving, and your thoughts on next-generation trusts/estate planning.  

Once we are sure that we have a clear picture of your wants and needs, we utilize our vast research experience and present you with options to help you grow, preserve, and transfer that wealth in ways that are comfortable for you.  Our goal is not to sell you on a fund or a strategy, it is simply to work as a team to help educate you on what we know.

We aren’t commissioned, so there’s no pressure to buy any specific stock or fund. We’re a fee-based financial consulting and management group that offers the average investor services that were previously only available to large-wealth clients and institutions.

We show you the next step by providing you detailed financial research, honest consulting, practical planning, and exceptional management services.

What you get when you work with Athos Capital Advisors:

A financial plan and investment strategy tailored specifically to you and your goals and objectives

  • An investment strategy designed to optimize returns while minimizing risk based on the targeted asset allocation

  • Access to the world’s best investments

    • Expertise in Global Equities

      • Blue chip high quality dividend growth, Cloud computing, Biotech, Technology Media Telecom

      • Income producing strategies as well as high growth investing strategies

    • Alternative asset classes

      • Hedge funds, Private Equity, Private Real Estate, Venture Capital

  • Continual financial and investment support and education

  • Ongoing investment research and ideas

  • Portfolio performance reporting and analytics

Contact us today to begin discussing your investment strategy

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I started working with Athos this year. It has been a very profitable, engaging, and fun experience. My portfolio finally outperforms the market with Athos.
Charles R.

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