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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

Engage

On-demand Webinars

Latest Insights

Helios Web Images 800x450 (9)

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

Webinar

Webinar Archives

Access past Helios webinars covering markets, risk management, portfolio design,
and advisor growth—available anytime, on your schedule.

replay

How Top Performing Practices are Driving HNW Client Acquisition and Growing Enterprise Value

Team Helios: Oct 27, 2025 11:30:19 AM

quantitative webinar quarterly analysis Investing replay Webinar Replay indicators economic

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Bull or Bear? What the “Canaries in the Coal Mine” Are Singing

Team Helios: May 15, 2025 10:16:35 AM

quantitative Quarterly Canaries webinar quarterly analysis Investing replay Webinar Replay indicators economic

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Tipping Our Hand: The Insider’s Guide to Demystifying the Markets

Team Helios: Sep 12, 2024 1:55:56 PM

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The Devil’s in the Data: Decoding the Market’s Next Move

Melissa_IN: Aug 9, 2024 8:48:41 AM

quantitative Quarterly Canaries webinar quarterly analysis Investing replay Webinar Replay indicators economic

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3 min read

Is it Chaos or Calm? Helios Delivers Market Insights

Team Helios: Jul 15, 2024 9:57:33 AM

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3 min read

Cut Through the Noise and Unveil Trends With Helios

Team Helios: Jun 12, 2024 6:12:48 PM

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3 min read

Helios Take a Peek Behind the Curtain

Team Helios: May 13, 2024 6:51:44 AM

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3 min read

Helios Unveils the Market Matrix: This Month’s Scoop

Team Helios: Apr 11, 2024 9:40:05 AM

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3 min read

Market Mayhem or Masterclass? Helios Spills the Tea - Q1 2024

Team Helios: Mar 14, 2024 11:45:29 AM

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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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© 2026 Helios Quantitative | All rights reserved

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.