Our Mission
Helium Investments gives access to leading financial industry investment techniques at a fraction of the cost of large investment advisor firms.
We believe in low cost, low tax investing to maximize returns for the long run.
Satisfaction Guaranteed
Or your monthly fee refunded
Or your monthly fee refunded
Lower Fees
Investments at a fraction of the cost
Investments at a fraction of the cost
Lower Taxes
Grow your investments, not your tax bill
Grow your investments, not your tax bill
The Right PortfolioTM
Based on your finances
Based on your finances
Transparent pricing and portfolios
Signup and Get
The Right PortfolioTM
Tax Loss Harvesting
Auto Rebalancing
Client Services
The Right PortfolioTM
Tax Loss Harvesting
Auto Rebalancing
Client Services
No account minimum | Cancel Anytime | No fee for accounts under $10,000
Portfolio Returns
Historical. Not indicative of future performance
| Defensive | 4.95% |
| Conservative | 6.29% |
| Balanced | 7.62% |
| Growth | 8.64% |
| Aggressive | 9.69% |
Automated Investing
We start with your investment plan and portfolio and we keep going with advice every step of the way to reaching your financial goals.
Professionally Reviewed Finances
Automatic Rebalancing
Tax Loss Harvesting
Create Financial Goals
View Performance History
View Transactions
And More...
Start investing today
Let's build your financial future
I want to invest $ for years.