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How We Serve Advisors

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.

ETF, Mutual Fund, and Stock Research

The Helios Confidence Rating process analyzes over 40,000 ETFs, mutual funds, and stocks so you don't have to!

Quantitative Investment Models

Deploy a fully customized, quantitative model ecosystem that's easily implemented for your clients.

Advanced Portfolio Design and "Automation"

Access Helios' portfolio design approach that optimizes client portfolios - even between service meetings!

Practice and Client-facing Content

Engage clients with data-backed reports and white-labeled communication that strengthens your message.

Compliance Documentation

Simplify and streamline your compliance documentation while reducing your business risks.

Trading services

Let Helios handle everything from automated model rebalancing to cash management for your practice (RIA's only)

Who We Serve

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.

Family Offices

Helios enables fully customized portfolio capabilities for liquid assets to help you manage complex clients.

Team Practices

Helios synergizes with your existing team to optimize your practice's potential.

Solo Practitioners

Helios can serve as an end-to-end partner that delivers everything your practice needs to manage client assets.

RIA Advisors

Helios empowers RIA's to maximize their independence and deliver cutting edge asset management solutions.

Independent Advisors

Helios enables Independents to stay true to their compliance rules while providing differentiated capabilities.

Employee Advisors

Helios is the smarter choice for Employee Advisors relative to hiring new staff.

Insurance-focused Advisors

Helios is proven to help Advisors quickly gather AUM from existing client relationships.

RIA integrators/aggregators

Helios provides the systems and processes that help separate your RIA from the pack.

OSJ's

Helios delivers a systematic approach to asset management the provides a solid compliance foundation.

Problems We Solve

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.

Growth & Differentiation

Attract High-Net-Worth Clients

Differentiate Your Advisory Practice

Increase Practice Valuation

Support for Emerging Advisors

Efficiency, Risk & Expansion

Improve Efficiency and Scale

Reduce Business and Compliance Risk

Navigate Market Volatility

Acquire or Integrate Other Practices

Featured

Resource Library

Webinar Archives

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Latest Insights

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How Advisors Can Use Market Commentary to Strengthen Client Relationships — Not Overwhelm Them

Team Helios

1 min read

The Surprising Truth About the Future of Bonds - Webinar Replay

Team Helios: Jul 29, 2022 12:00:00 AM

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duration quantitative webinar Investing replay bond Webinar Replay valuations

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Watch Joe Mallen Discuss Asset Allocation Models and ETF Model Portfolios

Team Helios: May 21, 2020 12:00:00 AM

webinar Webinar Replay

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What We Do

ETF, Mutual Fund, and Stock Research
Quantitative Investment Models
Advanced Portfolio Design and "Automation"
Practice and Client-facing Content
Compliance Documentation
Trading services

Resources

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Regulatory Disclosure

Helios Quantitative Research (“Helios”) is associated with, and under the supervision of, Clear Creek Financial Management, LLC (“Clear Creek”), a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek, and its representatives are properly licensed or exempt from licensure. This document is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek or its representatives unless a client service agreement is in place.