Dawn M Kirchner Cfp

Athens Capital is an alternative asset investment firm based in Santa Barbara, CA, specializing in steady growth and capital preservation for investors. With a seasoned management team and a network of industry relationships, they offer exclusive investment opportunities and a low correlation investment strategy to achieve steady positive returns with fewer drawdowns. Their flagship fund, Athens Steady Return Fund LP (ASRF), invests across various alternative asset types, including private credit, long-short equity, global macro, distressed debt, private equity, and venture capital. With a focus on risk management and comprehensive due diligence procedures, Athens Capital aims to help investors stay rich by prioritizing capital preservation over the pursuit of profits in volatile investment backdrops.Generated from the website

Athens Capital Management, founded by managing partner Steven R. Gumins in 2002, operates as a multi-client family office dedicated to managing family assets while extending its investment expertise to other family offices and high net worth individuals. The firm emphasizes a risk-averse investment strategy focused on diversification, capital preservation, and long-term growth, striving to deliver steady annual returns for its clients. With over two decades of experience, Athens Capital's investment process prioritizes thorough manager selection, ongoing evaluation, and rigorous risk management to minimize losses during market downturns. The team engages in continuous monitoring and analysis to align with their clients' objectives, ensuring transparency and the preservation of capital in challenging market conditions. Generated from the website

Janet Barr, a Chartered Financial Consultant based in Santa Barbara, CA, specializes in providing comprehensive financial planning and investment advice with a focus on empowering clients, particularly women. Her mission is to uphold the fiduciary standard by offering independent, fee-only consulting services tailored to individual financial needs, ensuring honesty, integrity, and accessibility throughout the process. With extensive training and experience, Janet assists clients in various financial situations, including retirement planning and managing finances during transitions such as divorce or the loss of a loved one. She emphasizes the importance of education and personalized strategies, making a significant impact on her clients' financial journeys. Generated from the website