With Helios, you get a full team of investment experts dedicated to helping you deliver a world-class asset management experience – for a fraction of the cost of hiring in-house.
For less than the cost of an in-house CIO – and with none of the associated business risk – Helios acts as your day-to-day investment management partner.
Unlike building an in-house team, Helios can scale our investment management efforts quickly and easily to match pace with your firm’s growth and increased client complexity.
Get back to your core competencies and let Helios handle the investment management heavy lifting, including due diligence, quantitative research and client communication.
Client Value
Helios helps you enhance your asset management capabilities, tell a better investment story, and communicate proactively with clients.
Investment Due Diligence
We provide comprehensive investment documentation, rigorous analysis and trade file downloads.
Implementation
We review your holdings, match your existing strategies to the best-fit models, and provide training, education, guidance, and oversight.
Solve your investment management hiring challenges with Helios –
the industry’s only insourced CIO.