There are 111 distinct funds in Morningstar’s world allocation category, and everyone potentially does something different. “It’s like asking who is the best baseball player: Do you mean who is the best pitcher, the best hitter, or the best shortstop?” says Joe Mallen, Chief Investment Officer at Helios Quantitative Research, which creates investment models for financial advisors and other professionals.
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.