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[Webinar] Bridging the Risk Gap with Structured Notes - Keebeck x Halo

View our recent webinar featuring Keebeck Wealth Management and their Founder, Bruce Lee, talking with Jason Barsema, Co-Founder and President of Halo Investing. In this session, Bruce and Jason will show how technology can be used to simplify Structured Notes to preserve assets and meet financial objectives for clients.


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Bonds have continued to generate low yields, and equity markets are near all-time highs.

This creates a significant risk-gap in portfolios, especially for retirees and pre-retirees who are living longer and need income. Structured notes can fill this gap by increasing yield while preserving risk targets with a level of protection.

Used for decades by private bankers with ultra-wealthy clients, structured notes have been largely inaccessible. A slow and inefficient market has also led to little adoption, especially in the United States.

But now with technology, most investors can utilize the benefits of these investments.

Benefits of using Structured Notes:

  • Generate higher yields
  • Manage volatility
  • Establish protection in portfolios
  • Create a buffer against sequence of returns risk

In addition, these strategies can establish protection on equities without compromising growth.

View the webinar where we feature Keebeck Wealth Management and their Founder, Bruce Lee, talking with Jason Barsema, Co-Founder and President of Halo Investing.

In this session, Bruce and Jason will show how technology can be used to simplify Structured Notes to preserve assets and meet financial objectives for clients.



Securities offered through Halo Securities LLC, a SEC Registered Broker/Dealer and FINRA/SIPC member. Halo Securities LLC is affiliated with Halo Investing; Halo Investing is not a broker dealer. Halo Securities LLC acts solely as distributor/selling agent and is not the issuer or guarantor of any structured note products.


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