Asset management for forward-thinking Financial Advisors.
Provide your clients with the investment appeal that they desire, and the investment experience that sets you apart from other advisors.
Your next hire could be an entire team of experienced professionals
Our team of skilled investment and financial services professionals save Financial Advisors time by working alongside their team to enhance their asset management capabilities.
Our services seek to provide three main outcomes for your firm
ASSET MANAGEMENT IS MORE THAN JUST ALLOCATION
At Helios, we specialize in creating rules-based, quantitative investment strategies that remove the emotion out of the investment process and challenge Modern Portfolio Theory.
We partner with Financial Advisors on a white-label basis to help them create, implement, monitor and communicate their custom model portfolios to their clients.
With the use of modern technology, we specialize in moving outsourced asset management costs in-house via vertical integration. In effect, Financial Advisors can save themselves and their clients thousands of dollars every year.
By transforming into an asset manager, a Financial Advisor can quickly compete with larger firms for larger clients.
Scale & Efficiency
Imagine hiring an entire team of quantitative investment analysts that deliver actionable insights for your investment committee. How much would that team cost? How many computers would you have to buy? How much would they cost in payroll taxes? How would you manage them?
At Helios, we performs the role of this hypothetical team at a fraction of the cost in money and time.
Your clients will notice the difference
CORE DELIVERABLES THAT DRIVE DESIRED OUTCOMES WITH YOUR CLIENTS
PROPRIETARY FUND ANALYSIS
Our proprietary research is designed to be an industry-leading quantitative investment fund scoring system that seeks to identify and quantify both the appeal of, as well as the experience given by, an investment when comparing it to its benchmark and peer group.
ARTICULATE YOUR VALUE PROPOSITION
At Helios, we provide Financial Advisors with white-labeled presentations that update their clients on the markets, summarize the changes made during a given length of time, and explains the details of the mathematics that drives their investment strategies.
PERSONALIZED TO EVERY CLIENT
Asset management has been commoditized because Financial Advisors offer the same models from the same places with the same math. With Helios, the ongoing quantitative research we provide Financial Advisors forms an ecosystem of mathematics that can be uniquely blended, which seeks to provide each investor with a customized experience.
ONGOING DUE DILIGENCE REPORTS
We believe that your client's investment confidence is a foundation built on transparency. Therefore, we provide Financial Advisors with white-labeled tools and resources to communicate with their clients in a way that speaks to their specific investment strategies.
Streamline your back-office without breaking the bank
CORE DELIVERABLES THAT DRIVE DESIRED OUTCOMES WITHIN YOUR FIRM
EXPERIENCED PROFESSIONALS EAGER TO HELP
After your firm has completed its due diligence process, you will be assigned a dedicated support representative that will be with you through implementation and beyond. We have found that this approach is the best way to ensure that Financial Advisors succeed in enhancing their firm's asset management capabilities.
ONGOING TRAINING FOR YOUR ENTIRE FIRM
We have built a multi-medium training and communication system for Financial Advisors and their staff that utilizes both live and on-demand features to make the best use of your time. On and ongoing basis, we will continue to provide updated information on all of the research we deliver and you can access them at anytime.
INVESTMENT COMMITTEE DUE DILIGENCE
Documenting any change in a portfolio is a pillar of prudent asset management, and why most Financial Advisors shy away from making active investment decisions for their clients. At Helios, we provide both regularly scheduled, reactive, and proactive documentation for your firm to file in its investment committee folder.
EXCLUSIVE PORTFOLIO ANALYSIS TOOLS
At Helios, we are dedicated to providing Financial Advisors with the tools and technology they need to grow, differentiate, and scale their firm. Therefore, we have created multiple assets that Financial Advisors now use everyday in their client workflows.
Content designed to help Financial Advisors create a competitive advantage, grow their firm, and scale their operations.
What You Think You Need Vs. What You Actually Need: Redefining the Role of an OCIO at Your Advisory Firm
The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way.