Helios Introduces Enhanced Sleeving Capabilities to Boost Portfolio Customization

New feature will enable advisors to differentiate their investment offerings, elevate client service

Helios, a firm pioneering the outsourced CIO concept with a suite of quantitative investment management solutions and tools for advisors, today announced the launch of new sleeving capabilities. This feature will enable advisors to offer customized investment models that reflect their core philosophies and the key exposures they deem important.

With this new functionality, advisors are no longer constrained by generic, one-size-fits-all investment solutions. Instead, they gain the ability to customize investment portfolios in line with their overarching philosophies and the specific needs of their clients. Further, they can now bring to the forefront elements such as alternative investments, growth or dividend biases, which are often overlooked in off-the-shelf models. Advisors are subsequently positioned to deliver a more personalized and meaningful client experience while distinguishing their brand.

“The success of an advisor and, by extension, their clients, hinges on the ability to differentiate and customize in a landscape that has for too long been viewed as ‘cookie-cutter,’” said Chris Shuba, Helios’ Founder and CEO. “Our enhanced sleeving capability adds a new level of customization, aligning advisors’ models more closely with their brand and philosophy. Further, it affords them greater confidence in their models. By understanding the impact of their chosen sleeves, they can deliver more effectively on the financial roadmaps they’ve set out for their clients.”

Advisors using Helios will now have the ability to selectively enable or disable sleeves in their models according to their preferences. This allows for seamless adjustments, ensuring a greater level of personalization. Additionally, the advanced sleeving feature provides performance back-testing, granting advisors and their clients a deeper understanding of the potential effects of introducing a new exposure. This empowers them to make more informed decisions based on comprehensive insights and analysis.

Advisors interested in learning more about how Helios’ new sleeving capabilities can unlock greater opportunities for customization and client service are encouraged to register for an upcoming webinar, scheduled for July 26th at noon ET/9:00 a.m. PT, here.

For more information on Helios, visit https://heliosdriven.com/

About Helios

Founded in 2016, Helios Quantitative Research was created to equip financial advisors with new and relevant tools that drastically improve their client’s asset management experience, expand their firm’s margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley.

Recognizing the lack of innovation, high costs, and potential for commoditization in the wealth management industry, Helios pioneered a new service category known as the insourced CIO. Its skilled and experienced team collaborates with financial advisors worldwide to develop, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory, aiming to minimize emotional factors in investing.

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