Who We Serve

Independent Advisors

Stay true to your independence with scalable research,
defensible models, and a clear, compliant investment process.

The Challenge of Staying Independent in a Complex Market

Independent Advisors enjoy full flexibility—but with independence comes the responsibility of overseeing research, portfolios, client communication, compliance, and due diligence on their own. Without support, it becomes difficult to remain both highly competitive and fully compliant.

  • Keeping up with continuous market and economic changes

  • Maintaining compliance without internal support staff

  • Differentiating your practice from corporate-affiliated advisors

  • Delivering a consistent investment experience across all clients

  • Reducing emotional decision-making during volatility

Helios helps Independents stay true to their approach—backed by quantitative rigor and repeatable structure.
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 Remove The Workload, Emotion, and Stress from Managing Investments.

Helios provides the research, technology, and tactical
workload support that growth-oriented practices need.

Support That Strengthens Your Independent Practice

Helios acts as the investment backbone behind your practice—helping you operate with more confidence, more clarity, and more time for clients. You gain the benefit of a full investment department without sacrificing independence or flexibility.

  • Automated oversight for all models and holdings

  • Weekly insights that support client conversations

  • Direct advisor support for market or portfolio questions

  • Scalable research and structure without adding staff
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See How Helios Supports Independent Advisors

Helios provides Independent Advisors with a complete investment framework that
enhances differentiation, reduces business risk, and strengthens long-term client outcomes.

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Don't Just Take our Word for it.

Trusted by 400+ Advisors

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By utilizing Helios, we have been able to double our firm's revenue, enhance returns for our clients and save tons of time in the back office, allowing us to focus on our energy on engaging with clients.

Kevin T. CRPC™
Current Client

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From an efficiency standpoint, my practice is so lean and mean. It's everything I'd ever envisioned without hiring five people.


Brian B. CFP®
Current Client

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Helios has made it simple to tailor fit investment models to client-specific needs.



Lucas N. CFP®
Current Client

We'd Love to Learn About You!

Every practice is unique.  400+ Advisors have chosen to partner with Helios because we able to help them deliver a powerful client experience, drive growth, and reduce costs.  


Prefer to connect by email?
Reach us at hello@heliosdriven.com