Proprietary Research 

Portfolio turnover is kept to a minimum based on Pallas Athena’s emphasis on individual quality assets. 

Reasonable Fee Structure 

Fees are based on assets managed by Pallas Athena – not on trading and product commissions. 

Custom Portfolios 

Pallas Athena structures individual assets into portfolios focused on client needs – income, growth, safety.  

Concise Reports 

Each quarter our clients receive a Pallas Athena report detailing yields, cash flows, and market and book values.