Helianth is based in Greenwich, Connecticut.
Helianth Investment Management was founded in 2022 by Robert Traenkle.
Bob founded Helianth to accelerate his clients' path toward investment success. Bob prizes the deep, long-term trust that he has built with each of his clients over decades. Through this unwavering commitment to clients' success, Bob has earned a reputation among his clients for competency and for trustworthiness. This commitment is the foundation of Helianth.
Growing Client Assets. Growing Trusted Relationships.
Prior to founding Helianth, Bob gained over 30 years of experience at major global financial institutions in New York City including Merrill Lynch, Deutsche Bank, and Alex.Brown. He has deep knowledge of the US financial markets.
Bob graduated from Rollins College (1991) with a focus in Economics and Business Administration.
We believe that a strong relationship with each client allows us to fully understand their goals and lets us create an investment strategy to meet those objectives.
At every step of the way, transparency is a fundamental part of our investment process. As our client, you will always be entitled to thoroughly understand the investments being made on your behalf.
Investing your hard-earned wealth is not a responsibility that we take lightly. Our interests will always be aligned with yours and we will communicate with you at every step of the way.