Our Investment Philosophy

Our investment philosophy is founded on the basis that client interests must be put first. Thus we are always fully transparent in terms of fees, process and communication with you.

Our business typically caters for two distinct types of client, although we realise of course that sometimes such distinctions merge together.

1. Private Clients

Typically, in our experience, looking for a financial advisor who will guide them in their investment journey, helping to establish the right ‘risk profile’ for their portfolio, considering important lifestyle developments such as buying a home, retirement or college expenses.

If this description seems to fit your profile then click here to learn more.

2. Institutional Asset Management

Our institutional type clients are typically looking for a specific portfolio mandate, have rules or restrictions on what can be bought and are often looking to either benchmark against an industry benchmark or seeking absolute-return style investment portfolios with limited volatility

If this descriptions seems to fit your profile then click here to learn more.

We carry out proprietary research into economic variables that have a pronounced impact on market movements and use those to judge the asset allocation strategy for client portfolios. We also undertake more in-depth analysis of individual companies so that our private clients can build up a portfolio of individual companies that they are familiar with.

This graphic illustrates some of the variables that are used in analyzing the broader market landscape and informing the investment decision making process.

This table of macro-economic factors is by necessity illustrative in nature as there will always be other factors and unexpected ones that are or need to be considered. Nevertheless, it should give clients a good understanding of Helix’s investment style.

This second graphic goes into more detail on the macro economic philosophy that is adopted and illustrates how we make investment decisions.

For instance, within the fixed income sector the key components we consider are the duration of the portfolio, the credit quality of the components, the geography of the underlying risks and then the individual securities themselves.

Financial Planning and Private Client Portfolios

Helix is pleased to be able to offer comprehensive financial planning and individually managed portfolio solutions to high-net-worth and sophisticated persons.

Choosing to work with Helix is a commitment to a long-term disciplined investment strategy.  All strategies are customized with the primary objective of meeting the individual financial goals of our clients.  Our investment advisors work closely with clients to understand their total financial picture, offering the ability to encompass and assist with accomplishing a variety of financial goals including, but not limited to: retirement savings, pension cash flow projections, education savings, cash management, real estate holdings/transactions, and estate planning.

Our portfolio allocation strategies are built through ETF’s so as to minimise costs and maximise investor diversification.  The asset allocation strategy is built with client needs front-and-center so as to ensure tailoring of approach to each client’s long-term investment needs and risk profile.

Fees

Helix is a fee-only fiduciary portfolio manager.  Our fees are assessed as percentage of assets under management; and receive no commissions or other incentive to trade or recommend insurance or mutual fund products.

Institutional Portfolio Management

Institutional investors often have specific and unique portfolio constraints.  This can involve regulatory restrictions driven by credit lending, restrictions governed by insurance laws and regulations or restrictions imposed by pension laws and regimes.

Such obligations lead to the need to properly understand the regulations and associated dynamics and then build portfolios accordingly.  This is something that Helix has considerable experience in administering and providing guidance and counsel to investors on.

We can work with you to design the optimal asset allocation policy, given the constraints imposed upon the mandate and then build the portfolio accordingly with individual securities, funds or a combination thereof.

Whether you be seeking an asset manager for a specific portfolio mandate, seeking guidance on the optimal portfolio allocation given regulatory constraints, or have the need to exit positions from a distressed portfolio or manage the remaining assets of a liquidation estate, Helix is the experienced investment solution for your needs.

Insurance Portfolios

  • Risk Retention Groups
  • Captive Insurance Companies
  • Life Insurance Policy Assets
Helix manages portfolios for a wide range of insurance-related investors, customising portfolios to meet insurance regs and risk profiles

Institutional Portfolios

  • Treasury Assets
  • Trust Assets
  • Pension Plan Assets
Helix builds customised portfolios for institutional clients to track benchmarks, deliver absolute return targets or meet other objectives

Liquidation Portfolios

  • Liquidation Asset Capital Preservation
  • Distressed Asset Liquidation
Clients may have assets that they need to be sold iin the course of a liquidation. Work with Helix to maximise recoveries or have Helix manage the assets for court-mandated asset protection purposes

Fees and Expenses

Due to the customization of our asset management clients our fees are uniquely customized depending on needs.  Thus a liquidator looking for assistance to sell off securities may expect to be charged on a brokerage-fee style basis based on the value of the assets sold.

An insurance company may expect to see a portfolio with an absolute return style and thus wish a low fixed cost with a performance element if the positive return is achieved.

Alternatively a portfolio managing the treasury assets for a financial institution is more likely to be charged a low fixed management fee based on AUM.