Helios is the partner you've been searching for.

Built for Advisors who: Seek more for their clients, Want to drive growth, Maximize their potential, Refuse to be a commodity

Helios is a complete Outsourced Chief Investment Officer (OCIO) built for Advisors who seek better client outcomes, differentiation, and scale.

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Who We Serve

Helios Supports Advisors
of Every Shape and Size

Whether you’re a large team or an solo practitioner, Helios adapts to your business model
— helping you grow faster, stay compliant, and deliver value at scale.

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Team Practices

Helios synergizes with your existing team to optimize your practice's potential.

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Solo Practitioners

Helios can serve as an end-to-end partner that delivers everything your practice needs to manage client assets.

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RIA Advisors

Helios empowers RIA's to maximize their independence and deliver cutting edge asset management solutions.

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Independent Advisors

Helios enables Independents to stay true to their compliance rules while providing differentiated capabilities.

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Employee Advisors

Helios is the smarter choice for Employee Advisors relative to hiring new staff.

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Insurance-focused Advisors

Helios is proven to help Advisors quickly gather AUM from existing client relationships.

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RIA integrators/aggregators

Helios provides the systems and processes that help separate your RIA from the pack.

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OSJ's

Helios delivers a systematic approach to asset management the provides a solid compliance foundation.

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Family Offices

Helios enables fully customized portfolio capabilities for liquid assets to help you manage complex clients.

By utilizing Helios, we have been able to double our firm's revenue, enhance returns for our clients and save tons of time in the back office, allowing us to focus on our energy on engaging with clients.

Kevin T. CRPC™

From an efficiency standpoint, my practice is so lean and mean. It's everything I'd ever envisioned without hiring five people.

Brian B. CFP®

Helios has made it simple to tailor fit investment models to client-specific needs.

Lucas N. CFP®

7 min read

Outsourced CIO: The Hidden Cost of Being the Smartest Investor in the Room

Helios Quantitative Research: Jan 21, 2026

You built your firm by being deeply involved in the investments. You made the calls, owned the outcomes, and earned...

5 min read

Investment Management Outsourcing: When It Becomes a Strategic Advantage

Helios Quantitative Research: Jan 14, 2026

Growth-oriented advisors outsource investment management to scale with intention. As firms grow, the investment...

1 min read

Weekly Talking Points for Financial Advisors (1/5/2026)

Team Helios: Jan 8, 2026

Read the highlights of this week's commentary from Helios: The December Fed meeting minutes showed the 9-3 rate cut...

We'd Love to Learn About You!

Every practice is unique. 400+ Advisors have chosen to partner with Helios because we able to help them deliver a powerful client experience, drive growth, and reduce costs.

Prefer to connect by email?

Reach us at hello@heliosdriven.com