Business Details
12 Years
experience
Your Trusted Partner for Value-Oriented Investment Solutions
Atherean Asset Management is a research-focused, value-oriented investment manager dedicated to delivering tailored wealth management solutions. Founded in 2014, we specialize in separately managed accounts (SMAs) and manage a long-short equity fund, the Atherean Value Fund, LP. Our approach emphasizes intrinsic value analysis, behavioral finance principles, and disciplined portfolio construction. With a background in engineering and finance, our founder combines technical rigor with deep market expertise to serve individual and family clients.We prioritize client-specific risk tolerance and liquidity needs while maintaining high active-share, low-turnover equity portfolios. Our process integrates quantitative screening with qualitative analysis to identify mispriced securities, leveraging market inefficiencies for long-term growth. Registered under New Jersey law, we adhere to strict compliance standards while providing transparent, research-driven investment strategies.
Services
Wealth Management
Investment Advisory
Portfolio Management
Risk Assessment
Financial Planning
Market Research
Client Consultations
Compliance Services
Details
- Year established: 2014
Highlights and features
- We implement a patented process for value-oriented equity portfolio construction
- Our team combines engineering rigor with 18 years of investment advisory experience
- We provide 24/7 personalized client consultations via secure digital platforms
- Our firm maintains compliance with SEC registration requirements
- We utilize proprietary quantitative models for intrinsic value analysis
Services
Wealth Management
We provide customized wealth management solutions through separately managed accounts tailored to individual client objectives. Our approach combines risk assessment with long-term value investing strategies. Clients benefit from personalized portfolio construction aligned with their specific financial goals and liquidity requirements.
Investment Advisory
Our investment advisory services focus on value-oriented equity portfolios supplemented by alternative strategies. We utilize quantitative screening and fundamental analysis to identify market opportunities. Clients receive ongoing portfolio monitoring and adjustments based on evolving market conditions and individual needs.
Market Research
We conduct comprehensive market research using proprietary quantitative models and behavioral finance principles. Our process identifies mispriced securities through intrinsic value analysis of net assets and cash flow projections. This research forms the foundation for all investment decisions and portfolio construction strategies.
Client Consultations
We offer personalized client consultations to assess financial objectives and risk tolerance levels. These sessions form the basis for customized investment strategies. Clients receive detailed explanations of portfolio allocations and ongoing communication regarding market developments affecting their investments.
Compliance Services
Our compliance services ensure adherence to SEC regulations and state investment adviser requirements. We maintain rigorous internal controls and documentation standards. Clients benefit from transparent reporting and assurance that all investment activities follow applicable legal frameworks.
People
Christopher Gething
Founder and Managing Member
CFA charterholder and Certified Financial Planner with 18 years of investment advisory experience. Previously worked at MetLife Securities and ABAQUS, Inc. Holds engineering degrees from Brown University and MIT.
Questions
What investment strategies do you employ?
We use value-oriented strategies focusing on intrinsic value analysis, behavioral finance principles, and market inefficiencies. Our portfolios combine long-only SMAs with long-short equity approaches.
How are portfolios customized for individual clients?
We tailor portfolios based on risk tolerance, time horizon, and investment objectives. This includes options for passive index exposure, fixed income allocations, and active equity management.
What qualifications do your investment advisors hold?
Our team includes CFA charterholders and Certified Financial Planners with engineering and finance backgrounds. We maintain SEC registration and compliance with state regulations.
How do you assess investment risks?
We evaluate multiple risk factors including market volatility, liquidity, and behavioral biases. Our approach incorporates both quantitative models and qualitative analysis of market conditions.
What services are available for new clients?
New clients receive comprehensive consultations, portfolio assessments, and customized investment plans. We offer both separately managed accounts and fund investment options.
