Helios has launched new sleeving capabilities. This feature will enable advisers to offer customized investment models that reflect their core philosophies and the key exposures they deem important.
With this new functionality, advisers are no longer constrained by generic, one-size-fits-all investment solutions. Instead, they gain the ability to customize investment portfolios in line with their overarching philosophies and the specific needs of their clients. Further, they can now bring to the forefront elements such as alternative investments, growth or dividend biases, which are often overlooked in off-the-shelf models. Advisers are subsequently positioned to deliver a more personalized and meaningful client experience while distinguishing their brand.
“The success of an adviser and, by extension, their clients, hinges on the ability to differentiate and customize in a landscape that has for too long been viewed as ‘cookie-cutter,’” said Chris Shuba, Helios
