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Eugene J. Helm

Director, Managing Director, Compliance Officer at Financial Counselors, Inc.
Overview
Relationships
Paths
Career History
Boards & Committees

Eugene J. Helm

Director, Managing Director, Compliance Officer at Financial Counselors, Inc.

Overview

Notable Companies
Wright Investors' Service, Inc.
Number of Relationships
This person is connected to 88 people.

Relationships See Details


Director, Vice Chairman at Financial Counselors, Inc.

Co-Founder at Financial Counselors, Inc.

President & Chief Executive Officer at Financial Counselors, Inc.

Director at Financial Counselors, Inc.

Senior Vice President Portfolio Manager at Financial Counselors, Inc.

Director, Vice President, Portfolio Manager at Financial Counselors, Inc.

Vice President, Portfolio Manager & Director of Research at Financial Counselors, Inc.

Director, Vice President, Portfolio Manager at Financial Counselors, Inc.

Director at Financial Counselors, Inc.

Vice President Portfolio Manager at Financial Counselors, Inc.
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Career History

Director, Managing Director, Compliance Officer
2010 - Current
Financial Counselors (FCI Advisors) seeks to provide clients with superior long-term returns while controlling risks. Their tactical asset allocation process evaluates current market conditions and investment indicators to strategically shift or tilt their weightings versus the longer term core strategic asset allocation models. These tactical decisions are made opportunistically and are designed to increase potential relative returns or avoid shorter term risks. FCI Advisors' equity strategies include: Core Equity, Equity Income, Select Growth, and Value Equity. Their fixed income strategies include Core Fixed Income, Intermediate, Government/Credit, Tax-Advantaged Preferred, and All Corporate Income.
President
Prior
Wright Investors' Service's investment approach is based on multi-level analyses of the economic and investment environments including actual and projected corporate earnings, interest rates and the effect of economic forecasts on market sectors, individual securities and client portfolios. The firm's global equity research is based on their proprietary financial database, Worldscope.Wright's equity investment strategy seeks to achieve satisfactory portfolio returns and to avoid excessive risk. Their investment selection process combines quantitative, analytical and qualitative approaches. They begin with a quantitative screening of over 20,000 companies to create an investable universe of about 700 companies with superior earnings growth and financial strength. Analytical overlays utilize competitive advantage comparisons to identify companies with the best growth potential in their respective industries. Finally, Wright employs qualitative analysis based on macroeconomic input to identify the industries that can be expected to create superior value for shareholders.Wright's fixed-income investment management approach seeks to achieve a superior rate of total return of income and principal. Portfolios are diversified across a variety of investment grade fixed-income securities. The firm does not invest in high-yield bonds or derivative securities. To enhance fixed-income returns, Wright employs strategic structuring of portfolio duration in anticipation of changes in interest rate trends and makes asset allocations across market sectors based on relative attractiveness. Wright invests primarily in US Treasury and agency issues, investment-grade US corporate issues and MBS covering a range of maturities. Wright's unrestricted bond management strategy does not limit the average maturity of portfolios or single issues. Their intermediate bond strategy has an average portfolio maturity of 2-6 years. The maturity limit for single issues is 10 years. The firm's short-term bond strategy has an average portfolio maturity of 1-3 years. The maturity limit for single issues is 5 years.Wright also manages balanced portfolios of high quality stocks and investment grade bonds. Portfolio allocations to equities, bonds and cash are based on each client's objectives and are determined in accordance with the expected returns and volatility associated with each asset class. Changes in allocations tend to be gradual and within the scope of a long-term investment strategy.

Boards & Committees

Corporate Boards ▾
Director, Managing Director
Prior
Financial Counselors (FCI Advisors) seeks to provide clients with superior long-term returns while controlling risks. Their tactical asset allocation process evaluates current market conditions and investment indicators to strategically shift or tilt their weightings versus the longer term core strategic asset allocation models. These tactical decisions are made opportunistically and are designed to increase potential relative returns or avoid shorter term risks. FCI Advisors' equity strategies include: Core Equity, Equity Income, Select Growth, and Value Equity. Their fixed income strategies include Core Fixed Income, Intermediate, Government/Credit, Tax-Advantaged Preferred, and All Corporate Income.

Other Affiliations

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