Eugene J. Helm

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

Eugene J. Helm

Eugene J. Helm

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

Overview
Career Highlights

Wright Investors' Service, Inc.

RelSci Relationships

88

Relationships
RelSci Relationships are individuals Eugene J. Helm likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director, Vice Chairman at Financial Counselors, Inc.

Relationship likelihood: Strong

Co-Founder at Financial Counselors, Inc.

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President & Chief Executive Officer at Financial Counselors, Inc.

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Director at Financial Counselors, Inc.

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Senior Vice President Portfolio Manager at Financial Counselors, Inc.

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Director at Financial Counselors, Inc.

Relationship likelihood: Strong

Vice President Portfolio Manager at Financial Counselors, Inc.

Relationship likelihood: Strong

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Eugene J. Helm
Director, Managing Director, Compliance Officer at Financial Counselors, Inc.
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 provides the following types of investment advisory services: managing the equity and fixed-income assets of individuals, corporations, municipalities, multiemployer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also serves as the investment manager for a series of U.S.-registered mutual funds. Wright offers discretionary investment management services to clients through several wrap programs, for which they do not serve as the sponsor. The firm offers advice on many types of investments, including equity securities of domestic and foreign issuers (both exchange-listed and over-the-counter), warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities and U.S. government securities. Wright'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.One of Wright’s basic research tools is their proprietary database, Worldscope, one of the most extensive databases in the investment industry. Worldscope provides detailed financial information on the world’s leading publicly-owned corporations. Wright conducts comprehensive and comparative analyses of this information, which it uses in seeking to identify companies of superior investment quality. To supplement its analyses of public company financial data, Wright generates reports and special studies of economic, industry, and financial developments. ^

Boards & Committees
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