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

Differentiation

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.

Increased Profitability

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

Fund Research

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.

Presentations

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.

Quantitative Models

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.

Communication

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

Dedicated Support

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.

Learning Management

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. 

Documentation

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.

Technology

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.

Helios Insights

Content designed to help Financial Advisors create a competitive advantage, grow their firm, and scale their operations.