Helios was founded in 2016 with the goal of equipping advisors with new and relevant tools that could 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. Chris Shuba identified services that lacked innovation and were too expensive. He and his team created their own service category – the insourced CIO (iCIO), to provide three outcomes for a firm: differentiation, increased profitability and scale and efficiency.
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Here are some additional resources to learn more about Chris and Helios:
- Helios Website
- Helios LinkedIn
- Chris Shuba LinkedIn
- Helios Insourced Chief Investment Officer
- Helios Tools
- Helios Tools Press Release
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