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Photo taken by Athena Equity -- Winston S. Churchill - "Success is not final; failure is not fatal: It is the courage to continue that counts."

We encourage your questions. Here are top questions from investors like you.

For Beginners

There is no fee to open or maintain an account with Athena Equity and most accounts have no minimums. There is also no charge to work with a Athena Equity Financial Consultant. Although other account fees, fund expenses, and brokerage commissions may apply, we believe in keeping our fees low as a way to provide greater value to you. In fact, our fees are some of the lowest in the industry. We strive to keep fees low so that you have more to invest. Get details about our fees: view our fees and commissions.

Opening an account takes about 10 minutes.

Before you begin, you'll need:

  • Your permanent resident address
  • Your Social Security number or Tax Identification Number
  • Your employer’s name and mailing address (if applicable)

These are the steps you will follow:

  1. Choose your account type.
  2. Provide your information.
  3. Create a login ID and password.
  4. Set your account features.
  5. Accept the Terms and Conditions.
  6. Fund your account.

To get started, open your account here.

Transferring your existing account(s) to Athena Equity is simple.

  1. Open a new Athena Equity account at http://ateqmx.com/.
  2. Click the "Transfers & Payments" tab.
  3. Click "Transfer Account."
  4. Follow the steps listed.

Our account transfer specialists can assist you every step of the way. Open a new Athena Equity account or log in to your existing account here.

Our Services

Our wide selection of investment products provides you with the numerous choices in building a diversified portfolio to help reach your goals.

Investment Product What it is Why you may want it
Mutual Funds A mutual fund is an investment vehicle made up of a pool of funds from many investors that buys stocks, bonds, and other securities. Mutual funds make it easy to diversify your portfolio and get professional management, so you don’t have to research, buy, and track every security in the fund.
Stocks A stock represents a share in the ownership of a company, including a claim on the company’s earnings and assets. As such, stockholders are partial owners of the company. Stocks are fundamental to nearly every portfolio and have historically outperformed most other investments over time (past performance cannot guarantee future results).
ETFs An ETF, or exchange-traded fund, is an investment fund or portfolio of securities that holds assets like stocks, bonds, or commodities, generally designed to track an index. Unlike mutual funds, which are bought from or redeemed by the fund company for that day’s closing net asset value (NAV), ETFs are bought and sold at market value, trading on an exchange throughout the day. In addition to adding diversity to your portfolio, ETFs typically have higher daily liquidity and lower fees than mutual fund shares, making them an attractive alternative for individual investors.
Options An option is a financial derivative that represents a contract sold by one party (the option writer) to another party (the option holder). The contract offers the buyer the right, but not the obligation, to buy (call) or sell (put) a security or other financial asset at an agreed-upon price (the strike price) until or upon a specific date (expiration date). Options can provide more-flexible strategies than stocks.
Futures Futures are financial contracts obligating the buyer to purchase an asset or the seller to sell an asset, such as a physical commodity or a financial instrument, at a predetermined future date and price. Futures can provide a fast and cost-effective way for you to access financial and commodity markets around the clock.
Closed-End Funds A closed-end fund (CEF), or closed-ended fund, is a pooled investment fund with a portfolio managed by an investment advisor. CEF’s issue a fixed number of shares that trade on an exchange and are not redeemable from the fund. Unlike open-end funds (i.e., mutual funds), new shares in a closed-end fund are not created by managers to meet demand from investors. Closed-end funds offer investors diversification along with the potential for regular income distributions.
Bonds, CDs, and Other Fixed Income Fixed income investments are types of investments that seek to provide interest payments at regular intervals. Fixed income investments can give you a reasonably dependable income stream while also providing portfolio diversification, capital preservation, and (in some cases) potential tax benefits.
Money Market Funds Money market funds invest in short-term debts that typically have low risk. Money market funds can offer stability of capital, liquidity, and yield.
Global Investing Investing in foreign securities. Global investing can provide more portfolio diversification and has the potential for investment opportunities in emerging markets around the world.

We believe investing should be done on your terms. So even if you want to manage your investments yourself, you can access our expert research, insights, platforms, and service specialists to help you when you need it.

Make all the decisions on your own

Take advantage of our online tools, extensive research, expert insights, education opportunities, and dedicated support to help you make informed and timely decisions about your investments.

Rely on a professional when you need to

Meet with a Athena Equity Financial Consultant to evaluate your current portfolio and, if needed, help you make adjustments so you will have a plan that addresses your long- and short-term goals.

Call us at +61 86 149 7110 for 24/7 investing support and to learn more about how we can help you reach your financial goals.

How can we help

At Athena Equity, you have access to a wide range of investment management services to help you reach your goals. And you will have access to a variety of investment strategies, investment advice, and the ability to regularly monitor and rebalance your portfolio.

Compare your options by going here.

We take a modern approach to investing. We believe in asking questions, being engaged, and taking ownership of your future.

We measure ourselves not only by what we do, but by how we do it. Every action and decision is based on building trust and seeing things through the eyes of our clients. Know more about Athena Equity

At Athena Equity, we believe in putting investors first. We champion investors and those who serve them because we believe everyone should have the opportunity to achieve great financial outcomes.

We see the world through your eyes. We get to know you and your needs before we make investment recommendations. We offer guidance, insights, and support no matter what type of account you have.

Ask Your Questions