Halo's marketplace now includes Buffered ETFs—available on the only platform built to track, manage and compare choices for client portfolios.
Balance Risk With Return
Plan for multiple market scenarios with a new approach to risk management.
Markets are more uncertain than ever. Halo builds on its structured product expertise to give advisors an easy way to implement a risk-based approach in client portfolios—made simple with Buffered Outcome ETFs.
The only technology platform for Buffered Outcome ETFs:
Passive With Protection
Track an index, use the buffer as your downside protection.
Most ETF investors experience the full volatility of the markets. Buffered ETFs include a downside buffer to protect against market declines, with an upside return cap. This gives your clients a series of expected outcomes over a defined time period for all market scenarios.
Flexible & Fast
Reduce volatility in your portfolios, with more confidence.
Accessible, protective investing options with Buffered ETFs. Halo’s platform gives advisors and RIAs a scalable technology to easily implement and allocate Buffered ETFs within client portfolios.
A modern tool for tracking Buffered ETF lifecycle and performance.
Halo’s platform tracks and manages your Buffered ETF holdings. Capture data and risk metrics on your current portfolio. Create notifications to stay on top of buffer levels, cap dates and optimal roll forward periods.
Get started in 3 simple steps:
Register for a Demo
Have a Halo representative give you a tour of the Buffered ETF platform.
Find the Right Buffered ETF
Choose the right strategy that fits your client’s portfolio and risk preferences.
Start Tracking & Managing
Stay on top of your Buffered ETF holdings with real-time data and analysis.
Securities offered through Sentinus-Halo Securities LLC, a SEC Registered Broker/ Dealer and member of FINRA/SIPC. Sentinus-Halo Securities LLC is affiliated with Halo Investing, Halo Investing is not a broker dealer. Sentinus-Halo Securities LLC acts solely as distributor/selling agent and is not the issuer or guarantor of any structured note products.
Allianz Investment Management LLC (AllianzIM) is a registered investment adviser and a wholly-owned subsidiary of Allianz Life Insurance Company of North America.
Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877. 429.3837 or visit www.allianzim.com and review the prospectus. Investors should read the prospectus carefully before investing. Distributed by Foreside Fund Services, LLC.