Helianth Investment Management LLC

Helianth Investment Management, LLC is a registered investment adviser based in Connecticut, specializing in wealth management and investment advisory services for a fee. The firm, owned and managed by Robert Traenkle, an experienced investment professional, had approximately $48.2 million in discretionary assets under management as of February 28, 2025. Fees are generally based on a percentage of assets under management, ranging from 5 to 150 basis points, or hourly/annual fixed fees for other advisory services. Clients' assets are held at Charles Schwab & Co., Inc., a qualified custodian. Helianth Investment may receive support services from Schwab, benefiting the firm but not directly the clients. The firm may provide advice on voting proxies but generally does not vote on behalf of clients. Robert Traenkle, the Managing Partner, has no reportable disciplinary history and oversees all firm activities. Clients are encouraged to review account statements and meet with the firm regularly to discuss financial planning and performance. The firm does not engage in principal transactions or cross trades between client accounts.