This just in: CEO Chris Shuba in Financial Planning

Partner with Helios to Take Your
Practice to the Next Level

Focus on What
You Do Best

Leave the differentiated asset management to us. Our ongoing quantitative research forms an ecosystem of portfolio models that can be unique blended to provide each investor with a completely personalized experience.

Create Scale
and Efficiency

As your insourced Chief Investment Officer, Helios’ partnership capabilities expand as your firm grows, so you’ll always have the support you need to deliver a world-class asset management experience for your clients.

Communicate with

Your client relationships are built on trust and transparency. Helios empowers you with the tools and resources you need to communicate effectively with your clients no matter what’s going on in the markets, including white-labeled market updates, investment strategy summaries, monthly research reports and investment committee documentation.


Hiring a team of quantitative investment analysts in house isn’t feasible for most advisory firms. Helios steps into that role at a fraction of the cost, saving you both time and money, while providing the asset management experience and actionable, quantitative insights that enable you to compete with larger firms for larger clients.

Learn More About the Full Helios Experience

Confidence Rating Process

Stop wasting hundreds of hours studying analytics. Access our quantitative answers for thousands of mutual funds, ETFs, stocks, models and portfolios.

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Customized Modeling

Effortlessly customize your investment models to your clients’ needs to deliver deeper value to clients, generate increased referrals and drive more revenue.

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Helios Tools

Create and manage quantitative investment models, access decision-ready analysis of mutual funds and ETFs, and easily analyze any portfolio.

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Join 500+ advisors who have differentiated their firms using Helios.

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