One of the Biggest Markets
You’ve Probably Never Heard of

Born in the 1970s, Structured Notes are approximately a $3 Trillion market that has only been available to wealthy investors and institutions. Our mission is to enable ALL investors to benefit from these time-tested investments through the Halo Technology Platform.



Example of Popular Notes

From July 2018


Example of Popular Notes

From July 2018


Halo's Technology is Reinventing
the Structured Note Market

Providing access to ALL investors

TRADITIONAL
STRUCTURED NOTES
  • Required a minimum investment of
    $1+ Million
  • Inconsistent terminology across
    the industry
  • Concentrated exposure to a single issuer, while taking days to price and trade
  • High fees with lack of competition
Halo Investing Logo
REDEFINED NOTES
  • Start investing now with $1,000
  • Standardization of terms and process
  • Competitive pricing from multiple banks, enabling you to buy in minutes
  • Clear and transparent fees
ORIGINAL
STRUCTURED NOTES
  • Required a minimum investment of $1 Million
  • Inconsistent terminology across
    the industry
  • Concentrated exposure to a single
    bank, taking days to receive a price
  • High fees with lack of competition

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Financial Advisor Contact Information

Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing Structured Note, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals & Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.

Biju is the Co-founder and CEO of Halo Investing where he leads the strategy, product and technology. He was one of the early co-founders of Redbox. In addition, he was a founder and the past Chairman and CEO of Trading Block Holdings, an online brokerage firm specializing in option traders. Biju received a BS in Aerospace Engineering from Illinois Institute of Technology