The True Cost of
Investment Management:
In-House vs. OCIO

See what you can save by hiring Helios as your OCIO.

Building an institutional-grade investment management team, including a CIO, analysts and support staff, isn’t just complex—it can also cost well over six figures.

But what if you could access a world-class investment department for a fraction of the cost? Our OCIO Cost Calculator helps you compare the expenses of building in-house vs. partnering with Helios, so you can make a data-driven decision that protects your bottom line while enhancing your investment capabilities.

Trusted by 500+ Advisors

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 Helios Client

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

Lucas N. CFP® Current Helios Client

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 Helios Client

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Stay in Control of Your Investments Without Going It Alone

You and your clients deserve the benefits of a world-class investment department without the overhead and headaches of building one in-house. With our OCIO solutions, you gain access to cutting-edge research, sophisticated portfolio management, and a team of investment experts—without the cost of hiring in-house—so you can focus on doing what you love – serving clients.

100% Your Strategy

You set the vision—we provide the expertise and execution to bring it to life.

100% Your Resources

Gain access to institutional-grade investment tools, research, and analytics, all white-labeled for your practice.

100% Cost-Efficient

With Helios, you’re not hiring one person—you’re hiring an entire investment department for a fraction of the cost.

Let Helios handle the investment management heavy lifting, including due diligence, quantitative research and client communication.

Schedule a call with our team to learn more.

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The True Cost of Investment Management: In-House vs. OCIO