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
Lower Fees
Investments at a fraction of the cost
Lower Taxes
Grow your investments, not your tax bill
The Right PortfolioTM
Based on your finances
Transparent pricing and portfolios
Per Year
Get Started
Signup and Get
  The Right PortfolioTM
  Tax Loss Harvesting
  Auto Rebalancing
  Client Services
No account minimum | Cancel Anytime | No fee for accounts under $10,000
Portfolio Returns
Defensive 4.95%
Conservative 6.29%
Balanced 7.62%
Growth 8.64%
Aggressive 9.69%
Historical. Not indicative of future performance

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.