Defined Outcome Investing

Halo revolutionizes investing by quenching an investor’s thirst for yield. Halo Notes can provide yield, leverage, and downside protection. Moreover, we make it incredibly easy to understand the benefit of a Structured Note within your portfolio.
Curated Note Ideas
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    Indicative Pricing In Seconds
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    Platform-based trade execution! No phone calls or emails necessary.


Purchasing notes has been a complex, multi-day process involving many people, emails, and confusing clearing mechanisms. Halo has rigorously analyzed the typical procedures and significantly simplified each process. In turn, Halo can drastically lower cost and execution time.


Halo aims to democratize the costly services in the financial advisory industry. Our auction mechanism makes banks compete for your business, providing you with the best prices for your customers. Halo is also the first of its kind to provide a full suite of pre-trade analytics with post-trade position monitoring.

Schedule Your Demo

Ready to see our platform in action? Fill out our quick form and we will reach out!

(312) 586-2790