Athos Private Wealth

Private credit has emerged as a dominant force in today's financial landscape, seeing significant growth over the past decade and a half. Christina Rice, our Head of Investment Research, discusses our approach, the current environment, and opportunities in the Private Credit space. Continue reading on the Athos Insights page to learn more about Private Credit.

Private investing can play a pivotal role in long-term portfolio construction by offering access to opportunities typically unavailable in public markets. When combined with public investments, private investments have the potential to enhance diversification and provide an attractive risk-return profile. Continue reading on the Athos Insights page to learn more about Private Investing.

Are Small-Caps Poised for a Comeback? (July 30, 2024) Small-cap stocks have had an impressive month, surging over 10% since the start of July. This strong performance follows encouraging economic news and a shift in investor sentiment. In stark contrast, large-cap, tech-heavy indices like the S&P 500 and NASDAQ have posted negative returns of -0.61% and -5.06%, respectively, during the same period. (continue reading on the Athos Insights page)

We are excited to announce the promotion of Alex Shigeta to Associate Advisor! Alex is an invaluable member of the Athos team who puts in the extra effort for each of the families we work with. Congrats again to Alex!

As we prepare to celebrate the 4th of July, our Analyst, Zach Schelin, shares his thoughts on Taxes, Investments, and the Declaration of Independence: “No taxation without representation!” A phrase that fueled the American Revolution and ultimately led to the birth of our Nation. From the beginning, the concept of protecting property from over-taxation was paramount in the minds of those who conceived the idea that ignited the greatest wealth creation in the history of the world. (continue reading on the Athos Insights page)

Inflation numbers were released last week, and the markets are paying close attention. The YOY US Core Consumer Price Index fell to 3.4%, compared to 3.6% last month and 5.3% last year. Our Associate Advisor, Haylie Mathis, comments on the impact of inflation on investment portfolios and the current landscape. Is Inflation Here to Stay? Let’s jump back to 2019. You enter your local McDonald's drive-thru listening to the newly-released “Lover” by Taylor Swift and purchase a Big Mac for $4.39. Fast forward to today, that same Big Mac costs $5.29 (and you’re still listening to “Lover” by Taylor Swift because while the price of fast food has changed, your taste in music likely hasn’t). The 21% Big Mac price increase tracks well with the CPI (Consumer Price Index), which was up 23% in the same period... (continue reading on the Athos Insights page)

We are excited to announce the launch of our newly redesigned website. Our new online platform aligns with our commitment to providing a modern?experience and cutting-edge wealth solutions.

We are thrilled to announce several talented hires joining our team at āTHōS: Filipe Delvaux is joining as Partner, COO, and Co-Chief Investment Officer of āTHōS. He brings years of investing experience, and was most recently at the Private Bank of a large institution as Vice President. After attending school together many years ago, Robbie and Filipe happened to reconnect several months ago unexpectedly (ask in person for the funny story behind this). Christina Z. Rice is joining as Vice President, Head of Investment Research and Operations. She brings extensive knowledge in investment, operational, and legal due diligence and has experience working across venture capital, private equity, and hedge fund sectors. Michael Hawkins is joining as Financial Operations Analyst. He graduated with a degree in finance from Brigham Young University where he was Vice President of the Private Wealth Management Club and worked for the Silver Fund. We are so appreciative of our current and new team members at āTHōS and for the growth we've had over the past couple of years. Looking forward to continued growth this year.

Congratulations Haylie!