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
Listen here:
Charts:
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
