Helicon Capital Partners was born out of the idea that objective, creative advice should be universally available to investors.  By attempting to break down the barriers of information, Helicon seeks to inspire intelligent, creative solutions to financial challenges and provide the support necessary for thoughtful, purpose-driven action.  

Our name is derived from Mount Helicon in Greece.  On this mountain, there are two scared springs: the Aganippe and the Hippocrene, which were considered to be a home to the Muses.  Over time, Mount Helicon became an emblem of poetical inspiration.

The Financial Service Industry has lost its way in the role that it plays in individual's lives.  Relative performance measures, abstract statistics, and a product-driven mindset, have failed to deliver on underlying question most investors have, "How can I best connect my current and future financial assets with the unique lifestyle I envision." 

At Helicon, we are committed to assisting with addressing this question given the modern challenges faced by investors.  We aspire empower advisors and their investors to find the greater purpose for their assets.  

Knowledge vs. Wisdom is often a difficult line to delineate when it comes to capital markets.

At Helicon, our research and analysis is aimed at understanding not just market conditions, but ultimately how those conditions affect investors ability to achieve the financial goals that have been uniquely defined.  

Creativity fashioned from a diverse background and knowledge base, Helicon Capital Partners is at the forefront of developing bespoke applications that first deconstruct academically accepted practices, and then re-purposes them for unique client needs.  

Elegant Solutions often have a fundamental simplicity which provides clarity of thought and direction.  At Helicon, our mission is to help facilitate that elegance through intellectual diversity and authentic concern of finding a "solution" and not just a sale.  

True investment solutions span multiple fields of study including economics, finance, psychology, and humanities.  We focus on the intersection of these disciplines when consulting on strategies to address broad financial issues.  

Our Strategic Partnerships leverage the experience, knowledge and industry relationships that the team at Helicon has built.   The primary focus of Helicon is to assist with the building of “enterprise value”: the economic value that an investor captures from owning the equity of a company. 

Our backgrounds include boutique investment consulting, asset management, integrated financial planning, and strategic marketing, and span institutional, corporate and high net worth relationships.