At Helios, our investment philosophy is predicated on four concepts: Cost Containment, Diversification, Active Risk Budgeting and Tax-Efficiency.

Cost Containment

The simple truth is fees, commissions and expenses will eat into your returns dollar for dollar. At Helios, we realize saving you money is every bit as important as helping you earn it. Our firm was built with this principle in mind. As a result, we evaluated every stage of the investment process and eliminated as many middlemen as possible. By eliminating these intermediaries, our clients reap the benefits through cost savings.

Diversification

We ensure that all portfolios are properly diversified, not only among industries and sectors, but also among market capitalizations, styles, countries and asset classes. The overriding theme of Modern Portfolio Theory is that the more non-correlated assets you incorporate into your portfolio, the higher your risk-adjusted rate of return. As independent advisors, we have no proprietary products to recommend. Nor are our choices of investments constrained by the capabilities of our affiliates. Our independence places us ahead of banks and brokerage firms by giving us unfettered access to a broader selection of investment vehicles.

Active Risk Budgeting

Diversification alone is not enough. At Helios, we utilize our expertise in the derivatives market to insulate our clients’ portfolios from the volatility inherent in today’s market. Our efforts are focused on managing risk by reducing the amount of volatility in our clients' portfolios.

Tax-Efficiency

Taxes are often the largest performance drag on an investment portfolio. With a CPA on staff, we seek to maximize our clients' after-tax rate of return by managing their assets in a tax-efficient manner. Unfortunately, many advisors fail to consider the tax ramifications of their investment recommendations. Our focus is on creating after-tax wealth -- in other words, money you can put into your pocket and spend.