This just in: CEO Chris Shuba in Financial Planning

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Are You…

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Interested in boosting returns?

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.

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Ready to make more informed decisions?

Advanced analytics and machine-learning insights enable you to make precise investment decisions quickly and confidently.

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Looking to deliver tailored portfolios?

Via our flexible model ecosystem, you can instantly customize portfolios, providing your clients with the investment strategies that meet their specific needs and expectations.

Why Helios?

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.

Level up your investment management capabilities with Helios –
the industry’s only insourced CIO.

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