CEO Chris Shuba in Financial Planning on Hubs for Financial Advisors
As organizations like Fidelity establish advisor hubs, there's a noticeable trend towards integrating advanced tools like data analytics and machine...
Helios helps financial advisors simplify and scale their investment process through a combination of quantitative research, portfolio oversight, and advisor enablement tools. Our model is built around two distinct levels of service — Premium Research Services and Investment Committee Services — designed to fit where your practice is today and grow with you over time.
Whether you prefer to leverage Helios’ data-driven models or partner with us as your fractional CIO, our goal is the same: to improve the odds of achieving your clients’ financial plans through disciplined, fact-based portfolio management.
The Helios Confidence Rating process analyzes over 40,000 ETFs, mutual funds, and stocks so you don't have to!
Deploy a fully customized, quantitative model ecosystem that's easily implemented for your clients.
Access Helios' portfolio design approach that optimizes client portfolios - even between service meetings!
Engage clients with data-backed reports and white-labeled communication that strengthens your message.
Simplify and streamline your compliance documentation while reducing your business risks.
Let Helios handle everything from automated model rebalancing to cash management for your practice (RIA's only)
Helios partners with advisors, RIAs, and institutions seeking a scalable investment framework backed by research, data, and ongoing oversight. Whether you’re building portfolios in-house or looking to delegate CIO responsibilities, Helios provides the structure and flexibility to fit your model — helping you deliver consistent results to your clients.
Helios enables fully customized portfolio capabilities for liquid assets to help you manage complex clients.
Helios can serve as an end-to-end partner that delivers everything your practice needs to manage client assets.
Helios empowers RIA's to maximize their independence and deliver cutting edge asset management solutions.
Helios enables Independents to stay true to their compliance rules while providing differentiated capabilities.
Helios is proven to help Advisors quickly gather AUM from existing client relationships.
Helios provides the systems and processes that help separate your RIA from the pack.
Helios delivers a systematic approach to asset management the provides a solid compliance foundation.
Helios provides quantitative solutions that help advisors grow, scale, and strengthen their value proposition. Explore how we support every stage of advisory practice development — from differentiation to operational efficiency and long-term enterprise value.
How Advisors Can Use Market Commentary to Strengthen Client Relationships — Not Overwhelm Them
Timely research, market updates, and perspectives designed to help advisors navigate uncertainty with confidence.
As organizations like Fidelity establish advisor hubs, there's a noticeable trend towards integrating advanced tools like data analytics and machine...
1 min read
In the ever-evolving stock market landscape, certain stories capture the imagination and drive investor fervor. One such saga was the rise of the...
Helios CEO and founder, Chris Shuba, has been featured in Kiplinger's coverage of the February CPI Report.
How are machine learning and Artificial Intelligence enhancing investment models and better client outcomes? Our CEO and founder, Chris Shuba,...
Our Managing Director, Corin Frost, took center stage on the Money Life with Chuck Jaffe podcast, and the episode is now live! In this dynamic...
2 min read
SACRAMENTO, Calif.--(BUSINESS WIRE)--Helios, pioneer of the Insourced Chief Investment Officer (iCIO) model that seamlessly integrates strategic...
1 min read
Helios CEO Chris Shuba recently joined the Talk Your Book Podcast to delve into cutting-edge developments and new trading capabilities powered by...
Financial Planning has just released coverage of the recent Helios platform upgrade, highlighting the integration of machine learning technology into...
Our CEO, Chris Shuba, recently shared his expertise on junk bonds in an interview with Jeff Benjamin for etf.com in the article "Junk Bonds Ride...