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Mike is portfolio manager at Athena Capital Management Corp., the investment management firm he started in 2005. He is a Charterd Financial Analyst. Prior to starting his own firm, he was an analyst at J.V. Bruni and Company. Before starting his investing career, he was in the Air Force as a pilot and satellite operator.
- Description: Portfolio manager. Trading frequency: Monthly
- Interests: Dividend stock ideas & income, ETFs, Mutual funds, REITs, Retirement savings, Stocks - long, Tech stocks
Athena Capital Management Corp. Athena Capital provides individuals, families and institutions with investment management services and stock recommendations. Investment management services are provided through a third party (unaffiliated) custodian using separate portfolios of individually selected stocks. Each portfolio is crafted to meet ...More
the client's individual needs and risk tolerance. Investment management is provided on a percentage of assets basis. Stock recommendations include a monthly list of top 20 stocks with supporting information. Stock recommendations are provided for a flat quarterly fee.
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