A Simplified Structured
Note Platform

Grow your Business by Bringing
New Opportunities to Protect
Client Investments


A Simplified Structured Note Platform

Grow your Business by Bringing New Opportunities to Protect Client Investments


Making Structured Notes Easy to Buy and Manage with Powerful New Tools

  • Built specifically for the Structured Notes market - Stop Managing by Hand!
  • Identify new trade opportunities from our list of 6,000 unique products/payoffs
  • Optimize your Structured Note strategy with automated position monitoring and portfolio alerts

Easy Access to Structured Notes while Securing the Most Competitive Pricing

  • Secure optimal pricing by making banks compete for your business
  • Access to the world's largest banks
  • Select from our list of curated Notes or build your own in seconds to meet specific client goals

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A Leading Platform for Managing Every Part of Structured Notes

Analyze and Find the Right Notes

  1. Create Plan - Educational resources to help choose the most optimal Notes to meet your client objectives
  2. Select or Build Note - Leverage the Halo Analysis Tools to make an informed investment decision
  3. Make the Trade - Execute trades with unparalleled speed

Manage Your Structured Note Portfolio

  1. Monitor - Keep all your Notes organized (bought on Halo or traded before)
  2. Analyze Performance and Trends - Track how your Structured Notes are performing with alerts
  3. Sell - Access to secondary liquidity

Access to a Full Support Team

Platform Support Educational Resources Dedicated Product Specialists

Access to a Full Support Team

Platform Support
Education Resources
Dedicated Product Specialists


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 organizational strategy and team. 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.