Halo Notes

The future of structured notes

Halo offers the first independent multi-issuer technology platform for Structured Notes, providing easy electronic execution with feature-rich analytics and tools.

Welcome to the investment future!

What are Structured Notes?

Structured Notes are roughly a $400 Billion market in the United States, and they are investments that are typically issued by major financial banks. Structured Notes provide exposure to the performance of an underlying asset — often a stock, Index or ETF — which includes a level of downside protection that can help protect against market fluctuations.

In sum, Structured Notes can help you sleep a little better at night and can provide more certainty to your investment objectives.

Halo gives ALL investors liquid**, low-fee and transparent Structured Note solutions. For the first time, anyone can capture the benefit of Structured Notes in a much more efficient way.

**It is important to understand that an investor who owns a Halo Note owns a structured note from an issuing bank. The terms and payout of any Halo Note are subject to the ability of the issuer to pay. Like any debt obligation, investors must be comfortable with the credit of the issuing bank prior to purchasing a Halo Note. Additionally, all issuers on the Halo Notes platform seek to provide a liquid market for the notes, but like any asset, liquidity is subject to market conditions and there is no guarantee there will be access to a liquid market. Please reference the Halo disclaimer at the bottom of this page.


The stock market

Wealth preservation
When diversification fails investors lose big
Market fluctuation exposes you to big losses and extreme stress
Nobody can predict where the market is headed


Halo Notes

Protected from downturns
Halo Notes provide protection beyond diversification
Pre-defined income
Don’t predict the market, just select your return
Simpler and transparent
Investing shouldn't be so hard

Who are we?

We left Wall Street to bring Halo's disruptive solution to all investors. As industry insiders, we saw that only High Net Worth investors had the opportunity to access protective investing. We understand that investors are risk averse, want predictable returns, and want it all with a simple, easy-to-understand approach.


Simplicity is refreshing

Changing investors’ expectations is no easy task. On the Halo platform, investors can select from over 6,000 ideas on its menu, or create their own Structured Note instantly, all for low investment minimums and near-instant execution. Halo's proprietary solutions can deliver pre-defined outcomes that protect your wealth, going way beyond traditional portfolio diversification.

Next Step

Demo Our Platform

We created Halo for people that want a clearer focus on their investment objectives without all the volatility that comes with traditional investing. It's that simple. Ready to learn more about our platform? Fill out our quick form below and we will reach out to you!

Schedule your demo
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