Friday, Jun 19

Chris Shuba on the Animal Spirits Podcast

Our CEO Chris Shuba joined Michael Batnick, CFA, and Ben Carlson, CFA, on their popular podcast, Animal Spirits, to discuss all things Helios.

Listen on Apple Podcasts

Today's discussion will include:

  • How advisors implement our quantitative strategies
  • Our disruptive pricing model
  • The power of our mathematical diversity in a model ecosystem
  • Our robust training and communication services
  • Plus much more

If you haven't heard this episode yet, it's a great place to start. Just click the play button or find it in your favorite podcast player.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through estate planning technology and asset management capabilities. Helios was founded in 2016 in Granite Bay, California.