The all-in-one platform for building 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. Fueling your business for better client experiences.
Through technology, we power investment outcomes for financial advisors and their clients
Better portfolio decisions with smarter risk management.
Target a level of return. Include a measure of protection. Achieve your investment goals.
Our platform gives financial advisors flexible access to protective investments so you can give your clients the defined outcomes that other advisors can’t.
Don’t just react to the market—define the future for your clients and your practice.
Build a Portfolio With Protection in Mind
It’s no revelation that today’s investing environment is difficult. Interest rates have been perpetually low, equities are near all-time highs, and volatility can always show up. With Halo, you can make risk work for you.
- Choose your protection levels & participation rates to suit your portfolio needs
- Browse available structured notes in our marketplace
- Make banks compete for your business
- Balance risk with return: Offer all the benefits of ETFs with a level of downside protection
- Turn a buffer into a more sustainable business growth
- Use the premier platform built to track, manage and compare buffered ETFs
- Harness the power of insurance-based investments
- Make your annuity business scalable, and profitable
- Easily compare annuity products & rates
Simplify. Grow. Expand.
Financial security for your clients shouldn’t be beyond reach. That’s why we’ve created Halo—we believe that everyone should have the right to define their investment outcomes.
We’ve made it easier. We’ve made it accessible. And we’ve made it work for financial advisors across the globe.
More than a platform—Halo is a partner for growth
Helping financial advisors achieve better business outcomes:
- Saving you time to focus on building deeper relationships
- Adding capabilities without the added cost of headcount
- Deepening your practice with specialized tools and knowledge
Protective Investment Opportunities for Client Portfolios
We’re living longer. We’re doing more. But market volatility, healthcare costs, and the normal expenses of living make it difficult for your clients to feel secure. Too much risk can jeopardize everything. Too much caution can leave them without enough.
But what if you could have both?
That’s using the right tools for positive investment outcomes. By using Halo, you can help provide your clients what they need for the rest of their lives. That’s how you stand out. That’s how you keep growing.
The market throws curveballs. Having access to the financial tools that add a little more certainty, can make all the difference with clients.
What Halo’s Up To
View our recent webinar featuring Keebeck Wealth Management and their Founder, Bruce Lee, talking with Jason Barsema, Co-Founder and President of Halo Investing. In this session, Bruce and Jason will show how technology can be used to simplify Structured Notes to preserve assets and meet financial objectives for clients.
Although lesser known in the U.S., structured notes are growing in popularity. Take the quiz and test your knowledge of this flexible investment that’s now available to more investors than ever!
Even with recent increased demand, many U.S. investors have limited experience using structured notes in client portfolios. With more education, added transparency and the right tools, more financial professionals can get comfortable using this flexible, risk-based investment.