This just in: CEO Chris Shuba in Financial Planning

SACRAMENTO, Calif.–(BUSINESS WIRE)–Helios, pioneer of the Insourced Chief Investment Officer (ICIO) model, created to equip financial advisors with the necessary investment models, analysis tools, and support to increase scale and efficiency as well as communicate with more confidence, today announced the implementation of machine learning to its suite of bespoke investment models. This marks a significant advancement in the models’ ability to respond rapidly to dynamic market conditions.

Machine learning will enable Helios to process and rapidly analyze an extensive array of real-time data sets. This advanced technology enhances the firm’s investment models, enabling them to adapt to changing conditions and thereby seek to minimize downside risk.

“We are excited to usher in a new era of precision and adaptability to the wealth management industry, marked by the addition of machine learning to our customized investment models,” said Jason Van Thielmanaging director of product at Helios. “With this technology, our models gain the ability to rapidly process vast amounts of data, adapt to fluctuating market conditions, and identify key trends with a level of precision previously unattainable. The goal is to empower advisors and investors to navigate the dynamic marketplace with unparalleled efficiency and consistency.”

With machine learning, Helios can work beyond traditional constraints, efficiently incorporating hundreds of data series across its models. This expanded capability allows the solution to process thousands of trading and market signals monthly, filtering down to those exhibiting the highest predictive patterns. Ultimately, this approach aims to drive more successful client outcomes through a consistent and adaptable investment strategy.

This latest development follows another recent enhancement to the Helios Tools platform, which allows advisors using Helios the ability to selectively participate in scheduled rebalances of their chosen models according to their preferences.

“Integrating machine learning into our models has transformed our data processing capabilities,” said Chris ShubaHelios founder and CEO. “”It enables us to analyze impactful portfolio data with unprecedented speed and accuracy, focusing on the most pertinent information. This allows advisors to tell a more dynamic story to clients when selecting and reviewing their investments, with the potential to drive better client retention and seek more consistent investment outcomes.”

Advisors interested in learning more about how Helios’ enhanced capabilities can unlock greater opportunities for customization and client service can visit or email

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.

The Insourced Chief Investment Officer (ICIO) role, as reimagined by Helios, is designed to allow advisors to differentiate their firm efficiently and at scale, empowering advisors with the tools and resources they need to communicate effectively no matter what’s going on in the markets, including white-labeled market updates, investment strategy summaries, monthly research reports and investment committee documentation, allowing the advisor to concentrate on what matters most, the end investor.

In a short time, Helios has grown to influence over 800 Financial Advisors who collectively manage over $30 billion.