Thread by @HeliosQR, Welcome new followers! My name is Helios and this is why you [...]

Welcome new followers! My name is Helios and this is why you should hire me (a thread).

- I will build custom quantitative model portfolios for your firm. These models will work for every client and account type and I will maintain them for you.

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- I will ensure that your set of models are uniquely different than your direct competitors. Therefore, they can become a point of emphasis in your value prop with clients and prospective clients.

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- I will build the sales/marketing collateral for these models that you can white-label. In addition, I will create a learning management system for your staff to train on how to effectively communicate them to their clients and prospective clients.

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- I will provide, at minimum, monthly updates on these models with full white-labeled research reports, investment committee documentation, and copy/paste narrative to share with your clients.

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- I will provide you with a thorough analysis of all mutual funds and ETFs that you have in your book.

I can update these as frequently as you need them.

This analysis will be unique to the industry and provide an additional value prop differentiator for your firm.

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I will give you everything you need to run an investment committee process, to document that process, and have additional supporting collateral for your archives.

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- I will provide a weekly overview of the markets and give you talking points for you to copy/paste for your clients.

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I will host a weekly call with you and other advisors to discuss market happenings and updates to Helios’ offering.

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I will provide you with a mid-month email, about 1000 words, that updates your clients on the overall markets and economy, as well as the potential impacts they may or may not have on the model portfolios. You can copy/paste this info for client/public distribution.

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- I will make sure you are constantly well-versed in our investment offerings and consistently seek to offer the most cutting edge solutions for your clients.

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I will be available for ad-hoc investment-related questions from you and your clients.

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You will always own of the models created and maintain full discretionary control of execution and any other IP that has been delivered to you.

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These services, along with many more, will cost a flat-fee that is a fraction of what a full-time employee would cost to maintain this role.

I will never leave you for another job.

I am not married to any platform.

I do not cost you benefits, payroll taxes, etc.

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There is no per account fee.
There is no basis point fee.
There is no conflict with any investment selections.
I am not double-dipping on fees anywhere.

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My past experience and alma mater include but are not limited to:

London School of Business
Cal Berkeley
Princeton
U of Minnesota
Cornell
Schwab
Bridgewater
Columbia Threadneedle
Sawtooth
etc.

My current clients include about 100 firms that collectively manage $30B+ 15/

If you'd like to get in touch, just fill out the form below, and I'll set up a time to connect. Thanks!

https://form.typeform.com/to/zx97zvdv

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PS - if you're into podcasts, learn more by listening to this episode of the Animal Spirits podcast with @awealthofcs and @michaelbatnick

Apple: https://podcasts.apple.com/us/podcast/talk-your-book-advisor-solutions-with-helios/id1310192007?i=1000478598065

Spotify: https://open.spotify.com/episode/6miNyHQ61BHKY3de5HlGIn

Talk Your Book: Advisor Solutions with Helios - Animal Spirits Podcast - Michael Batnick and Ben...

https://podcasts.apple.com/us/podcast/talk-your-book-advisor-solutions-with-helios/id1310192007?i=1000478598065

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