Tuesday, Dec 20

Joe Mallen on the Animal Spirits Podcast

Our CIO Joe Mallen joined Michael Batnick, CFA, and Ben Carlson, CFA, on their popular podcast, Animal Spirits, to discuss what they've been hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more!

Listen on Apple Podcasts

Today's discussion will include:

  • The impact of bond and equity performance this year
  • Why an insourced CIO model trumps an OCIO approach when it comes to client experience
  • How Helios customizes models to every advisor’s unique needs
  • Plus much more

If you haven't heard this episode yet, it's a great place to dive in! Just click the play button above or find it on your favorite podcast app.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.