Professional investment management with global expertise

A relationship on your terms.

Work with us the way you want.

Some believe you must choose between an online broker and a wealth management firm. At Helios Ventures, you don’t need to compromise. Whether you invest on your own, with an advisor, or a little of both — we can support you.

Portfolio Management

Managing portfolios and helping you to minimize risk by diversification of fund allocation, and enabling the customer to have greater capital gains using our specialized knowledge

Fixed Income consultation

Helping customers to choose lucrative and better-fixed income securities to invest in

Wealth management

Dedicated financial consultant to help reach your own specific goals

Investment advisory

A wide selection of investing strategies from seasoned portfolio managers

Smart portfolio

A revolutionary, fully-automated investmend advisory services

Equity Research

Performing fundamental and technical analysis as well as compiling initiation and sector update reports with regard to specific equity and sector coverage.

Why Invest with Helios Ventures?

We’re often asked, “What sets Helios Ventures apart from other Investment Management firms?” And one of the first things we point to is our experienced, credentialed team of professionals, dedicated to helping you achieve your goals and the best in class technology in order to ensure we are abreast of the market movements and mitigating risk. We are passionate about our mission and many of us have earned advanced designations that are highly valued. Additionally, over the years we have found that many of our clients choose us because of our guiding principles:

  • Client-Centered
  • Advanced Technology
  • Education and experience
  • Comprehensive Advice
  • Global expertise
  • Fudiciary standard of care
  • Transparency
  • Investment philosophy of asset allocation and distribution