Professionally managed
protective investing strategies
Halo Investing’s SMA Marketplace simplifies access to professionally managed protective investing strategies with a comprehensive suite from leading managers, seamless integration across major platforms, and industry-leading education.
Benefits of note-linked separately managed accounts
Professional Management
Strategies feature independent managers with experience managing derivative and Structured Note investment strategies.
Targeted Solutions
Range of investment objectives available, including Yield, Growth, and Targeted Return strategies
Complete Lifecycle Management
Administrative burdens eased through the management of calls, maturities, and secondary sales.
Managers we work with
Make volatility work for you with absolute return focused strategies
NewEdge Investment Solutions offers a unique, multi-faceted approach to increase the probability of long-term success.
One that embraces innovative technology, capitalizes on structural market inefficiencies, and seeks to mitigate the detrimental impacts of fees and taxes on long term asset growth.
Institutional fixed income & yield enhancement solutions
Piton Investment Management specializes in creating customized fixed-income and yield-oriented solutions for its clients.
Piton’s strategies offer a flexible, multi-faceted approach to fixed-income and Structured Note investing, allowing Piton to meet a wide range of investor needs across varying market environments.
WisdomTree and Halo have partnered to offer an actively managed portfolio of Structured Notes.
By combining WisdomTree’s innovative approach to portfolio construction and Halo’s advanced capabilities in Structured Notes, these strategies provide a distinctive option for generating income, equity-like returns, and enhanced risk management.
Build a defined
outcome portfolio
Discover how you can advance your investing with our other products.
Structured Notes
Flexible return options with a level of protection
Annuities and Insurance
Tap the power of insurance based investments
Advanced Wealth Solutions
Investment offerings to level the playing field
