The first marketplace dedicated to 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.

100+
talented
professionals
40+
global banks
& insurance partners
$19Bn+
in transactions since founding in 2015.
(As of 4Q23)

On a mission to change the world of investing

We’re an award-winning platform that disrupts how protective investment solutions are used worldwide.

What we do

Halo provides access to protective investments, such as Structured Notes, buffered ETFs, and annuities. We’re the first platform that allows advisors to create custom Structured Notes and introduced the industry’s first SMA marketplace for Structured Notes.

Our comprehensive platform connects advisors with product manufacturers and industry-leading tools and education – including direct access to our support team and a library of educational content that is self-paced and customized to your firm.

Integrate protective investment solutions at scale

Our technology helps advisors better manage market risks within wealth and retirement planning.

01

Differentiate your practice

Stand out when prospecting with Halo’s tailored solutions

02

Achieve personalization

and improve risk-mitigation in client portfolios, сreate custom Structured Notes aligned to specific client goals & objectives

03

Save time and be more efficient

Aggregate structured note offers in minutes, not days

04

Grow your practice

Add financial solutions in demand with clients

05

Build better relationships with clients

Tap into Halo education to learn more about protective investments and advocate for your clients by identifying creative solutions that may improve the investment experience

Who we help

Financial advisors

Through education and customer service, our team helps financial advisors and wealth managers make the most of protective investments. Our consultative approach helps financial professionals grow their book while better protecting client wealth.

Financial institutions

Our technologies help the world’s leading financial institutions power their structured products and annuities capabilities. We work closely with various banks, asset managers, and capital markets entities to produce leading-edge financial products, now accessible to more investors than ever before.

No one does protective investment solutions like us

Backed by:

Our latest thinking

There’s the hard way, and the Halo way

US69/1.0/2306