Atlanta, GA Office

Helium Advisors serves individuals (including high‑net‑worth clients), pension and retirement plans, charitable organizations, corporations and private funds with a mix of portfolio management, financial planning — including Family Office services — and retirement plan consulting. The firm also provides tax preparation support through an affiliated tax entity and delivers both discretionary and non‑discretionary managed account services.

Its investment approach combines multiple methods of analysis (fundamental, technical, quantitative and modern portfolio theory), the use of model portfolios, and the engagement of sub‑advisors for specialized strategies such as a tax‑advantaged long/short (130/30) implementation. For its private fund business, Helium Opportunity Fund I, the adviser emphasizes financial, operational and legal due diligence and active asset management of income‑producing real estate assets, with ongoing monitoring and defined exit considerations.

What distinguishes Helium Advisors from many peers is its operation of and affiliation with multiple related entities — including a subsidiary dedicated to fund management, an affiliated tax preparation service, and a marketing/consulting affiliate that may refer business — alongside acting as a private fund sponsor/manager. The firm also offers periodic educational seminars and workshops to clients and the public and discloses the use of these affiliations and sub‑advisor arrangements as part of its conflict‑management practices.