Rudy Aguilera is a founding principal of Helios, an independent fee-only Registered Investment Advisor that offers objective investment counsel free from industry and product affiliations. Utilizing an institutional platform, Helios works closely with clients to construct low-cost, diversified, tax-efficient portfolios that exhibit less volatility than traditional equity investments.

Mr. Aguilera is a sought-after speaker on the topics of Exchange Traded Funds (ETFs), concentrated equity positions, tax-efficient investing and the use of derivatives to decrease the volatility inherent in investment portfolios. He has been quoted in a number of publications including The Wall Street Journal and Business Week.

In addition to writing articles for industry publications and journals, Mr. Aguilera has served as a chairman, moderator, panelist and advisory board member at numerous industry conferences in the United States, Europe and Asia. For the past three years, he has conducted continuing education classes on investing for the Florida Institute of Certified Public Accountants (FICPA). Mr. Aguilera is also an instructor at the Chicago Board Options Exchange (CBOE), where he teaches investment professionals how to actively budget the amount of risk within investment portfolios. Recently, Mr. Aguilera was a presenter at the Financial Planning Association’s (FPA) 2007 National Retreat.

A firm believer in community service, Mr. Aguilera works with the second largest union in Florida to help promote financial literacy. In 2006, he served as the campaign treasurer for a large bipartisan statewide PAC, co-chaired by Democrat Senator Bob Graham and Republican Charlie Hilton, chairman of the James Madison Institute. In his spare time, Mr. Aguilera enjoys volunteering with the Central Florida Coalition for the Homeless and serving on the Finance Committee of Habitat for Humanity.