Use protective investments to help manage your client’s risk

Over the past 30 years, investors have taken on more risk while their returns have remained steady. As portfolios grow ever more complex, risks continue to rise. Most advisors understand that diversifying a client’s investments is a key factor in mitigating risk. Halo offers a new solution for all investors: Protective Investing, the next step in risk-managed investing.

Investors of all levels
can access it

The stock market is, and indeed always has been, volatile and hard to predict. Institutions and high-net-worth investors have figured out how to make it work for them in any economic climate.

We’ve harnessed the same risk management philosophy to make it work for investors at all levels with our Protective Investing products.

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The case for
protective investing

Protective Investing is a portfolio management philosophy that thinks beyond a simple mix of stocks and bonds to minimize risk and maximize return potential. With Structured Notes, annuities, and buffered ETFs, we complement your existing portfolio with investments seeking to dampen volatility. If the market goes up, protective investments can retain or even enhance capital appreciation. If the market goes down, protective investments may not lose as much as traditional assets, which can mitigate an investor’s potential losses.

Who we help

Financial advisors

Through education and customer service, our team helps financial advisors and wealth managers make the most of protective investments. Our consultative approach helps financial professionals grow their book while better protecting client wealth.

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Financial institutions

Our technologies help the world’s leading financial institutions power their structured products and annuities capabilities. We work closely with various banks, asset managers, and capital markets entities to produce leading-edge financial products, now accessible to more investors than ever before.

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Diverse set of product offerings

Search, compare, and add a variety of protective investing solutions on the Halo platform.

Structured Notes

Investing in specialized products with the potential to lower volatility, enhanced upside potential, and the ability to meet personal investment objectives

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