This just in: CEO Chris Shuba in Financial Planning

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For your whole career, you’ve been told: “This is a mutual fund. Take it or leave it.”

But it doesn’t have to be that way.

Helios has introduced a brand new way to build and customize models based on unique client needs, backed by the deep investment expertise of the Helios team. By taking direct indexing concepts and extending them to models, advisors can customize risk level and exposure range, as well as the elements and holdings that drive a model in just a few clicks, allowing them to scalably and efficiently account for unique client specifications.

Join Chris Shuba, Helios Founder and CEO, Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research, for a look at how Helios’ tech-driven process gives advisors the tools they need to differentiate their firms while delivering a truly modern client experience.

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