Serving higher-net-worth clients requires a differentiated value proposition, access to sophisticated investment strategies, and time to understand their unique needs.
Helios helps you deliver all three.
Helios brings institutional rigor to your investment management process, helping you level up quantitative analysis, improve performance, and communicate more effectively with higher-net worth clients.
Instead of the same investment models everyone else uses, Helios empowers you to build diverse, highly custom model portfolios that reflect the preferences, needs, and values of more sophisticated clients.
Spend more time attracting and connecting with prospective clients while Helios handles 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.