Don’t just react to the market — help define the future for your clients and your practice
As a financial advisor, you want to provide your clients with the best possible experience while helping them reach their financial goals. The Halo platform can help you do just that. Our all-in-one, award-winning platform provides the latest technology, guidance, and resources to help you navigate the complex world of protective investment solutions. We make the process easier and more efficient, so you can focus on providing the best advice and service to your clients – creating better outcomes.Enhance your services with protective investment solutions
Enhance your services with protective investment solutions
We offer more robust and effective protective investment solutions than ever before
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Improved access to help you achieve better business outcomes
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Differentiate your practice & better prepare for uncertain markets
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More than a platform—we’re your partner for growth
Build a defined outcome portfolio
Discover how you can advance your investing with our productsStructured Notes
Flexible return options with a level of protection
Structured Note SMA
Structured Notes, with the added convenience of professional management
Annuities
Tap the power of insurance based investments
Buffered ETFs
Explore ETFs that include a level of protection
Our latest thinking
The Financial Advisor’s Guide to Buffered ETFs
Article • June 17, 2022
Phil Huber, CFP, CFA on Asset Allocation, The Future of Alternative Investments, & The Allocator’s Edge
Video • April 11, 2023
How Breakaway RIAs Benefit By Working With Halo Investing
Article • October 20, 2022
Prospecting With New Clients? Differentiate Your Practice And Stand Out With Halo.
Article • January 20, 2023
How Halo Helps Guide Advisors Toward a Fee-Based Future
Article • July 19, 2022
Refining Your Tech Stack With Halo Investing
Article • March 14, 2022
You Should Be Diversifying By Investment Vehicle, Not Just Asset Class
Article •May 8, 2023
How Advisors Should View Today’s Structured Notes
Article • July 15, 2022
There’s the hard way, and the Halo way
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