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Helios Wins Above Replacement
On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss Joe’s Helios Wins Above Replacement (HWAR) whitepaper and its potential impact on advisors. In particular, Joe and Nyle explore the roles of advisors and how advisors can better create portfolios and add value for clients. They also address problems in the investment industry, including the tendency of advisors to actively manage funds.
Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy.
Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice.
The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements.
The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording.
Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.
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By Helios Quantitative Research
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On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss Joe’s Helios Wins Above Replacement (HWAR) whitepaper and its potential impact on advisors. In particular, Joe and Nyle explore the roles of advisors and how advisors can better create portfolios and add value for clients. They also address problems in the investment industry, including the tendency of advisors to actively manage funds.
Helios Quantitative Research is a dba of Clear Creek Financial Management, LLC a registered investment adviser. The views expressed in this recording are the personal views of the participants as of the date indicated, and do not necessarily reflect the views of Helios Quantitative Research itself. Nothing contained in this recording constitutes investment, tax, legal, or other advice and it should not be viewed as a current or past recommendation or solicitation of an offer to buy or sell any securities, or to adopt any investment strategy.
Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Helios Quantitative does not work with individuals and therefore does not provide personal financial advice.
The information in this recording is based on current market conditions, which will fluctuate, and may be superseded by subsequent market events, or for other reasons. Helios Quantitative Research does not assume any duty to update forward looking statements.
The information in this recording has been developed internally, and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Helios Quantitative Research as to the accuracy and completeness or fairness of information contained in this recording.
Any liability as a result of this recording including and direct, indirect, special, or consequential loss of damage, is expressly disclaimed. Copyright 2019, Helios Quantitative Research, LLC. All rights reserved.