Helios Quantitative Research

Helios Quantitative Research is an Insourced CIO that supports more than 500+ financial advisors nationwide. Our team specializes in quantitative analysis, risk-sensitive model construction, and portfolio design that seeks to improve the odds of achieving client financial goals. Through a combination of institutional-grade research, advisor training, and scalable investment committee support, Helios enables advisory firms to differentiate, grow, and enhance their client experience — all for a fraction of the cost of building an internal investment department.

Outsourced CIO Cost

6 min read

What It Takes to Run Investments In-House vs Outsourced CIO Cost

Helios Quantitative Research: Feb 11, 2026 1:00:00 PM

If your firm is managing investments in-house, do you know what it's truly costing you?

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Outsourced Chief Investment Officer Model

11 min read

How the Outsourced Chief Investment Officer Model Evolved

Helios Quantitative Research: Feb 4, 2026 4:00:00 PM

As advisory firms scale, investment decisions stop being a portfolio problem and start becoming a process problem. As AUM and advisor headcount grow,...

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Outsourced Portfolio Management

7 min read

Outsourced Portfolio Management: When Control Creates More Risk Than Protection

Helios Quantitative Research: Jan 28, 2026 10:00:00 AM

Most RIAs and compliance-minded firm owners believe tight investment control protects clients and the firm. You know the portfolios, you know the...

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Outsourced CIO

7 min read

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

Helios Quantitative Research: Jan 21, 2026 9:29:59 AM

You built your firm by being deeply involved in the investments. You made the calls, owned the outcomes, and earned trust that way. But as your firm...

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Investment Management Outsourcing

5 min read

Investment Management Outsourcing: When It Becomes a Strategic Advantage

Helios Quantitative Research: Jan 14, 2026 11:00:00 AM

Growth-oriented advisors outsource investment management to scale with intention. As firms grow, the investment workload expands faster than most...

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Outsourced Chief Investment Officer

5 min read

When to Hire an Outsourced Chief Investment Officer (OCIO)

Helios Quantitative Research: Jan 7, 2026 10:00:00 AM

Is your investment process still built around you? Founder-led RIAs often start that way. When the firm is small, hands-on decisions feel efficient....

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2 min read

How Advisors Can Use Market Commentary to Strengthen Client Relationships — Not Overwhelm Them

Helios Quantitative Research: Nov 26, 2025 6:51:27 AM

How Advisors Can Use Market Commentary to Strengthen Client Relationships — Not Overwhelm Them The financial news cycle in 2025 is louder and faster...

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2 min read

The New Era of Portfolio Design: Why Mathematical Diversity Outperforms Traditional Diversification

Helios Quantitative Research: Nov 26, 2025 6:49:03 AM

For decades, advisors have relied on a familiar formula: diversify across asset classes, rebalance periodically, and keep clients focused on the long...

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2 min read

Why Advisors Are Turning to Quantitative Risk Management in 2025

Helios Quantitative Research: Nov 26, 2025 6:46:10 AM

Why Advisors Are Turning to Quantitative Risk Management in 2025 For many advisory firms, 2025 is shaping up to be a year defined by two competing...

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