HALO
First marketplace dedicated to protective investment solutions
Crafting the right portfolio for clients is hard enough. Halo’s award-winning platform gives you a new way to find and manage outcome-based investments.
What is Protective Investing?
Get started with this comprehensive guide that makes the case for Protective Investments.
- Understand the case for Protective Investments in the current market environment.
- Play offense: Generate structural alpha through capital efficiency.
- Stay on defense: lower risk and improve results with defined-outcome strategies.
WHAT WE DO
We're on a mission to change the world of investing
Halo provides access to protective investments, such as Structured Notes, buffered ETFs, and annuities. We’re the first platform that allows advisors to create custom Structured Notes and introduced the industry’s first SMA marketplace for Structured Notes.
Our comprehensive platform connects advisors with product manufacturers and industry-leading tools and education – including direct access to our support team and a library of educational content that is self-paced and customized to your firm.
