Halo Blog

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3 Common Misconceptions of Structured Notes

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.

Types of Structured Notes & How They’re Used in Portfolios

Previously only available to wealthy investors, structured notes play an active role in portfolios by protecting against market volatility, while providing upside return potential. In this post, we’ll go into the details of the type of structured notes available to investors and how they can be used in portfolios.

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