Franklin Templeton

O'Shaughnessy Asset Management is an investment management company offering investment strategies and management services.

Legg Mason, Inc. is a global investment management firm based in Baltimore, Maryland, founded in 1899. The company offers a wide range of asset management services through its subsidiaries, catering to various clients including pension funds, foundations, endowments, insurance companies, and high net worth individuals. Legg Mason specializes in managing equity, fixed income, and multi-asset portfolios, as well as mutual funds and exchange-traded funds. The firm employs both fundamental and quantitative research methodologies to inform its investment strategies, which encompass public and private equity, fixed income, and alternative investments. As part of its commitment to integrity and client service, Legg Mason focuses on delivering tailored investment solutions that align with the financial objectives of its diverse clientele. In 2020, Legg Mason became a subsidiary of Franklin Resources, Inc., further enhancing its capabilities in the investment management industry.

Athena Capital Advisors is an independent investment advisory and wealth management firm established in 1993 in the United States. The firm specializes in providing investment advice and management, acting as an external chief investment officer for its clients. Athena Capital Advisors offers a range of services, including wealth planning, impact investing, and investment administration and reporting. The firm caters to both institutional and private clients, assisting them in managing their financial portfolios through tailored investment services and products.