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Answers for Modern Advisors
Frequently Asked Questions
If you’re exploring how Helios fits into your firm, start here.
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What does Helios mean by “Outsourced CIO”?
Helios provides the full capability of an institutional investment department — research, model design, oversight, communication tools, and ongoing support — without the cost or complexity of building your own internal team. We function as your CIO, behind your brand, customized to your practice.
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How is Helios different from a TAMP?
Unlike a TAMP, Helios does not take custody of assets or require you to outsource clients. Instead, we work within your existing platforms and empower you to deliver a differentiated, data-driven investment experience. You maintain control while gaining a research engine and investment framework.
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Who is Helios best suited for?
Helios supports independent RIAs, wealth management firms, financial planners, broker-dealers, and enterprise advisory teams seeking scale, better processes, and a stronger investment story to attract and retain high-net-worth clients.
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How does Helios create its quantitative models?
Our models are built using data-driven research, machine learning inputs, and statistically relevant signals designed to adjust to changing market conditions. Each model aligns with a broader framework focused on compounding efficiency, risk management, and client clarity.
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Can models be customized to my practice?
Yes. Helios builds and supports a custom model ecosystem tailored to your philosophy, client base, risk preferences, and preferred asset classes. Everything is delivered white-labeled to your brand.
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What does Helios mean by “Outsourced CIO”?
Helios provides the full capability of an institutional investment department — research, model design, oversight, communication tools, and ongoing support — without the cost or complexity of building your own internal team. We function as your CIO, behind your brand, customized to your practice.
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Does Helios help advisors with client meetings?
Yes. Advisors use Helios insights, communication templates, and oversight tools to deliver structured, confident client meetings — especially during volatile markets where clear explanations matter most.
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How does Helios price its services?
Helios operates on a flat-fee model for research and Outsourced CIO services, plus optional AUM-based pricing for model trading automation. This structure keeps costs predictable and eliminates product conflicts of interest.
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How does Helios “pay for itself”?
Advisors frequently justify the partnership by:
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Reducing internal investment-management costs
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Winning more high-net-worth clients
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Bringing held-away assets and SMA revenue in-house
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Improving efficiency and reducing compliance burden
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Increasing long-term enterprise value
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How long does it take to get started with Helios?
Most advisors can be fully onboarded within 1–2 weeks, including platform setup, model alignment, and training. For firms with custom models or enterprise needs, onboarding can be tailored to your internal workflow.
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Do I have to change custodians or existing technology to use Helios?
No. Helios integrates directly into your current custodian and tech stack. There is no need to move assets, change trading systems, or disrupt your existing workflows.
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Can Helios support multi-advisor or multi-office firms?
Absolutely. Helios provides scalable oversight, standardized processes, and white-labeled communication tools that support consistent client experience across large or growing teams.
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Does Helios offer white-labeled reporting for my firm?
Yes. Advisors can access white-labeled reports, market updates, and client-facing communication, all branded to your firm and ready to use in meetings or digital touchpoints.
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What asset classes are included in Helios research?
Helios provides decision-ready analytics across ETFs, mutual funds, and individual equities, enabling advisors to build diversified, risk-managed portfolios aligned with client goals.
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How often are models updated or reviewed?
Model updates follow a disciplined monthly review cycle informed by Helios’ quantitative signals. Advisors are notified of any recommended changes, along with clear rationale and communication materials.
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Does Helios help with investment committee meetings?
Yes. Helios provides committee-ready documentation, performance reviews, and model rationale, making it easier to run structured, compliant investment committee meetings within your firm.
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How does Helios support advisors during volatile markets?
Helios issues Rapid Reactions, weekly updates, and data-backed insights to help advisors explain market movements and maintain client confidence during uncertainty.
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What kind of training or ongoing support is available?
Advisors receive ongoing access to webinars, research briefings, platform walkthroughs, and Advisor Success specialists to ensure your team can implement the Helios process effectively.
Still Have Questions?
Let’s Talk About How Helios Can Support Your Advisory Practice
Whether you need a deeper dive into our investment process, pricing, or how an Outsourced CIO can strengthen your firm, our team is here to help you explore the right fit.