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.