How Building Customized Investment Models Boosts Client Engagement

For financial advisors to differentiate themselves in this crowded industry, they actually have to be different. But firms looking to leverage their investment prowess as a core differentiator are challenged by the current landscape of cookie-cutter model portfolios and underwhelming outsourced solutions. 

And advisors crafting personalized investment models face what has traditionally been a time-consuming, resource-intensive process, requiring sifting through mountains of data, analyzing complex financial instruments, and meticulously constructing portfolios tailored to each client’s unique needs. 

This approach, while undeniably powerful, was historically reserved for ultra-high-net-worth clients. The sheer amount of work involved simply wasn’t feasible for advisors to execute for every investor. 

Until now. 

Beyond Generic, Personalized for Every Client

Advancements in technology have revolutionized the landscape. We’ve witnessed the rise of personalization at scale, empowering you to effortlessly create customized portfolios for a broader investor base. 

This innovative approach allows you to leverage your investment expertise while the solution handles the heavy lifting, freeing up valuable time and resources. 

At Helios, we’re obsessed with helping you achieve true customization with precision and speed. Portfolios within our robust model ecosystem can be blended easily (and nearly endlessly), empowering you to create strategies that reflect your unique philosophy and resonate with diverse client preferences — whatever they may be. 

By embracing the latest technologies, such as machine learning, we’re redefining investment research and execution, leading to more efficient and effective strategies.

Beyond the One-Size-Fits-All Approach 

Remember the frustration of watching your dad’s advisor chase past performance? Focusing solely on the market’s hot trends is a common pitfall that can trap investors in a cycle of buying high and selling low, driven by emotions rather than a long-term strategy.

That cycle — or, as we call it, an emotional investing rollercoaster — is what customized quantitative models were designed to combat. They address the core issue: human nature’s tendency to chase the “flavor-of-the-month” and abandon strategies during challenging periods.

Our customized investment models blend your expert investment philosophy with a data-driven framework to create a personalized roadmap for your clients. This combination offers the durability to weather market ups and downs, keeping clients invested for the long haul and maximizing their potential for long-term compounding.

Think of it as the perfect marriage of your investment philosophy and cold, hard math to create portfolios that:

• Align With Your Core Beliefs: You’ll create portfolios that embody your investment philosophy and desired asset allocations.
• Move Beyond “Hot Hand” Investing: You’ll be able to prioritize long-term, data-driven strategies for your clients.
• Deliver a Truly Personalized Experience: You’ll offer customized solutions that reflect your clients’ individual needs and risk tolerance.

This level of customization fosters a deeper understanding between your clients and their investments. They gain valuable insights into the rationale behind every investment decision, which translates to increased engagement and satisfaction.

Why Customize With Helios 

At Helio, we provide the capabilities of an entire investment department without the cost, headache, or hassle that comes with an internal team. Each model is unique and driven by a specific goal. You have complete control over key investment parameters, such as risk tolerance, asset styles, and specific investments. 

With a variety of model types at your disposal, you can create portfolios with lower cross-correlation. This enhanced diversification helps mitigate risk, smooth out returns over time, and boost client engagement. 

Contact Helios today and discover how our models can elevate your client relationships and propel your business forward.