A disciplined approach to navigate today’s markets
We use the most up-to-date information to ensure that our clients stay on course to meet their objectives. more
Ongoing in-depth research
We work with world-class data providers to support our investment strategies. more
A portfolio designed to meet your needs
As every client is different, each investment strategy should be as well. more
Financial Services Designed With You In Mind
Athelon Wealth Management is an Independent Fee-Only Registered Investment Adviser based in Staten Island, New York which offers comprehensive investment management services tailored to fit the needs of each individual client. Our process involves creating highly customized portfolios to obtain the desired level of return while effectively managing risk through diversification, ongoing in-depth research, and periodic portfolio rebalancing.
We also help clients make the most out of their 401(k) accounts by building portfolios containing only the securities already available within their existing plans. This provides clients with balanced and diversified portfolios without the need to withdraw or transfer their assets.
You’ve Worked Hard For Your Money
It’s Time For Your Money To Return The Favor
In choosing investments for our clients, our methodology emphasizes transparency, liquidity, and value. This helps to mitigate risk, ensure that each portfolio is working most efficiently, and increase the chances of reaching client goals.
Investing should not be a mystery. We believe that our clients deserve to have a clear understanding of their financial situation at all times. Accordingly, we keep clients well-informed about the nature of their investments, the strategies being used, and the progress we have made in achieving their financial goals.
We Worry About The Financial Markets
So You Can Focus On The Things That Really Matter
At Athelon Wealth Management, we are not brokers. Unlike other firms, we never accept referral fees or commissions from sales of financial products. Since our compensation comes directly from our clients, we have the freedom to be independent of all other investment companies and to offer only the best investment options available. The result is an unwavering commitment to our clients without conflicts of interest.
An essential part of our strategy is ongoing in-depth research. We work with world-class data suppliers that provide independent, detailed research on more than 325,000 investments. This information gives us an “inside look” into each financial instrument which allows us to manage risk more effectively. Our investment in research allows us to diversify portfolios across asset classes, sectors, geographies, and risk levels to maximize client returns.
We Deliver Superior Client Service
Because You Deserve Only The Very Best
Choosing a financial adviser is one of the most important decisions that you can make. Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your individual needs. At Athelon Wealth Management, your interests always come first.
Call us today at 347-706-1414 to get started.
– Alexander Efros, MBA, CPA
Founder & President