Confidence when you need it most. That's what we're all about.
ABOUT HELIOS
Founded in 2016, Helios Quantitative Research was created to equip Financial Advisors with new and relevant tools that drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. We believe that the majority of existing services available to Financial Advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry.
Therefore, we created our own service category – the insourced CIO. Our unique team of skilled and experienced individuals partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory and seek to remove as much emotion as possible from investing. In a short time, we have grown to influence over 800 Financial Advisors who collectively manage over $30 billion.
Executive Team

Chris Shuba
Founder and CEO

Pam Burke
Chief Operating Officer

Joe Mallen
Chief Investment Officer
Our Team

Ashley Vincent
Accounting & HR

Ben Rohling
Product Development Project Manager

Bryan Williams
Customer Success & Implementation Specialist

Jason Van Thiel
Director of Research

Kent Peterson
Global Macro Consultant

Mayo Paula
Operations Specialist

Nik Boucher
Director of Marketing Operations

Patrick White
Vice President, New Disruptions

Paul Burke
Vice President, Client Experience

Ryan Beauchamp
Investment Analyst
Helios Insights
A RESOURCE FOR FINANCIAL ADVISORS TO DIFFERENTIATE, GROW, AND SCALE THEIR PRACTICE
The Helios blog features video, audio, and written ideas that are designed to help Financial Advisors communicate with their clients about planning and investing concepts.