This just in: CEO Chris Shuba in Financial Planning

Helios was recently featured on, showcasing our groundbreaking scheduling features for model rebalancing. In this insightful article, we delve into the core reasons behind the significance of customizable rebalancing and its transformative impact on wealth management.

William Trout, the Director of Wealth Management at Javelin Strategy and Research, lends his expertise to the discussion, emphasizing the importance of timing rebalancing to the unique situations and profiles of individual investors. According to Trout, this capability enables the seamless incorporation of new asset classes into the portfolio mix.

He further notes, “The improved ability to understand and manage risk exposure will allow increased personalization,” highlighting the potential for Helios’s new scheduling features to enhance risk management and personalize investment strategies.

Curious to learn more? Read the full article on Wealth to discover how Helios is reshaping the landscape of model rebalancing and empowering financial advisors with innovative tools.