Managing your investments in order to achieve your goals requires a sensible plan and good execution. This is why successful families hire competent professionals to help them: the more money is involved the more likely they will turn to investment counsel firms rather than purchase financial products.
Whether your family's assets were accumulated through diligent savings; inheritance; or the sale of a family business or other event, significant amounts of capital bring on new challenges. In each case, these challenges are opportunities to understand the proper management of one factor - TIME. As in sports and life, managing the clock is crucial to financial success.
Whether your family's assets were accumulated through diligent savings; inheritance; or the sale of a family business or other event, significant amounts of capital bring on new challenges. In each case, these challenges are opportunities to understand the proper management of one factor - TIME. As in sports and life, managing the clock is crucial to financial success.
Services
Pallas Athena is an independent investment counsel/portfolio management firm, specializing in discretionary portfolio management and research. The Company was founded in 1989. A holder of the Chartered Financial Analyst designation and formerly Vice President of an investment counselling firm with over $600 million under advisement, Dr. Lowry is experienced in all aspects of investment research and portfolio management.
This question is often asked of us during our initial meetings. The investment assets and any other monies are held by a discount brokerage firm in your name or the name of a trust or company. The firm acts as custodian. Pallas Athena will have trading authority but not power of attorney. As such, the safekeeping of the assets and access to the assets is kept separate from anyone but yourself.
Pallas Athenais best known as the patron goddess of Athens when Greece was the intellectual centre of the ancient world. The Parthenon, often considered the most beautifully proportioned temple ever built, was dedicated to the goddess and still stands in partial ruin on the Acropolis in modern Athens.
Portfolio turnover is kept to a minimum based on Pallas Athena's emphasis on individual quality assets. Fees are based on assets managed by Pallas Athena - not on trading and product commissions. Pallas Athena structures individual assets into portfolios focused on client needs - income, growth, safety.
Since 1989, Pallas Athena has been managing a wide range of portfolios for individuals, corporations and institutions. While the majority of our holdings are Canadian and American, our investment universe includes Australian, Asian and European securities. The best way to characterize our firm is to see it as an intellectual boutique.
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