Helion's founding team brings deep expertise in portfolio management, fund operations, and client advisory — delivering transparent, disciplined solutions for modern portfolios.
Managing Partner & Chief Investment Officer
Stephen is the architect of the Helion strategy, leading research, portfolio construction, and execution. With extensive expertise in options and macro frameworks, he developed Helion's investment engine from the ground up.
As Managing Partner and CIO, Stephen manages all trading, system design, and risk governance. He plays a key role in Helion's strategic vision and investment decisions, helping to deliver institutional-grade solutions to institutional, high-net-worth, and family office clients across different market conditions.
Stephen earned an MBA and an MS in Investment Management and Financial Analysis from Creighton University, a BA in Political Science from Utah Valley University, and is a Series 65 Licensed Investment Advisor Representative.
Stephen M. Swensen
Managing Partner & Chief Investment Officer
Partner & Certified Financial Planner®
Instrumental in capital formation and early-stage development, Chace provided the operational lift and strategic direction needed to bring Helion to market. As a fund advisor, he plays an active role in guiding the firm’s outreach and positioning, helping deliver the Horizon strategy to high-net-worth and ultra-high-net-worth clients across advisory and family office channels.
Chace earned an BS in Financial Planning from Utah Valley University, holds the prestigious CERTIFIED FINANCIAL PLANNER® designation, and is a Series 65 Licensed Investment Advisor Representative.
Chace Adams
Partner & Certified Financial Planner®
Partner & Wealth Advisor
As a founding partner, Dave provided critical early capital and strategic direction. With deep experience in wealth advisory and private client relationships, he continues to help shape Helion’s positioning within the advisor and family office ecosystem. Dave plays an ongoing role in guiding business development and long-term growth strategy.
Dave Allred
Partner & Wealth Advisor
Partner & Head of Operations
Cindy oversaw the legal, compliance, and operational setup of the fund, ensuring seamless infrastructure and alignment. Her role was essential in transforming the vision into a functioning, scalable platform.
Cindy Allred
Partner & Head of Operations
Helion partners with a select group of institutional service providers to ensure operational excellence, regulatory transparency, and investor protection. These trusted partners provide critical infrastructure that supports the firm’s disciplined investment process and commitment to delivering high standards of service to our investors.
