Talk Your Book: Insourced CIO

Today’s Talk Your Book is brought to you by Helios:

See here to learn more about utilizing Helios’ insourced CIO and other tailored tools for advisors

On today’s show, we are joined by Joe Mallen, CIO of Helios to discuss Helios’ offerings for advisors.

On today’s show we discuss:

  • What Helios does
  • Typical Helios clientele
  • The growth of model portfolios
  • Insourced vs outsourced CIOs
  • How advisors are feeling in this environment
  • Tactical vs strategic models
  • Fixed income and equity attractiveness moving forward
  • Why use Helios as a small advisory

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