More than methodologies.

There is nothing “off the shelf” about Helios. We work closely with you to learn and evaluate all aspects and nuances of your most critical GRC challenges, including their hidden opportunities.

For every engagement, each client will experience all aspects of the Helios difference:

Deep & Broad Experience

Our insights and solutions draw upon nearly 20 years of experience leading and working inside government agencies and investment management firms alike. From working with startup investment advisers with single business models to highly matrixed global investment firms with numerous business segments and offerings, Helios’ background and experience enable every engagement to be an opportunity to transcend what’s been done before and achieve the extraordinary.

You can expect innovative yet pragmatic solutions that satisfy stringent regulatory requirements and mitigate risk.

Cultivating Relationships

We firmly believe the investment management industry is and always will be a relationship business. As a result, our engagements focus on the multifaceted connections that define your world. From the dynamic between investment managers and clients, to the intricate webs within regulatory frameworks and beyond, we believe in the significance of every relationship and expand our peripheral vision to identify ones that may not have been conceived before.

Our commitment to understanding and maximizing these relationships is unwavering, allowing us to offer bespoke and impactful guidance to our most dedicated relationship—yours.

Holistic Learning

Our commitment to learning is more than just continually expanding our knowledge and understanding of the ever-evolving market landscapes. For every engagement, we dedicate ourselves to understanding your organization inside and out, becoming fluent with your internal processes,the unique personalities that make your organization tick, and the purpose that drives you to do what you do.

Our recommendations and approach keep your organization’s nuances and ultimate purpose top of mind.

Delight in Creativity

We embrace a world of possibilities where the primary question to a problem is not if, but how. Our solutions are informed by industry best practices, but enhance and reconceive them (and even look to practices and insights outside the investment management industry). Even in landscapes of accelerating constraint and risk, we believe investment managers can still achieve extraordinary outcomes.

Helios wants your minds at play so you can deliver more.

The Beauty of Simplicity

We believe that genius lies in simplicity. Simplicity creates scalability, minimizes confusion and mitigates risk, and makes the complex accessible and actionable. That’s why our approaches embody elegance, efficiency, and ease. All of our insights are communicated clearly and can be implemented seamlessly.

Our commitment to simplicity frees our clients to focus on what they do best.