Case studies
How firms run the book, and how the investing method compares.
Write-ups of the operating change, plus Athena’s ETF sleeve next to the methodology papers that define tax-aware implementation. No invented testimonials.
Investing · Case study
The household is the portfolio
Why copying 60/40 into every account, or direct indexing only the taxable SMA, still leaves location and wash sales as a side job.
Read the studyWealth management · Ongoing reviews
Reviews no longer start with a rebuild
A lean RIA stopped reconstructing every client before every meeting.
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