Talk Your Book: Advisor Solutions with Helios

Today’s Talk Your Book is presented by Helios:

We talked with Chris Shuba, CEO and founder of Helios, about how he started his company and how they work with financial advisors.

We discuss:

  • Creating an accidental company
  • What is an outsourced CIO?
  • How can advisors overcome fee compression?
  • How much education is necessary when you outsource asset management?
  • Quantitative vs. discretionary investing
  • How advisors can figure out the right portfolio for their client
  • Creating a low-cost estate plan
  • Why some advisors outsource their asset management

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