Offer all the benefits of ETFs with less volatility
Protect your clients’ assets and your business. Implement a measure of downside protection, all without taking on additional unnecessary market risk.
Pinpoint the Right Amount of Growth and Protection
Build resilient portfolios that aren’t at the mercy of the markets. Your clients expect it, and your business depends on it.
Balance Risk with Return
Buffered ETFs are an easy way to implement a risk-based approach to your client portfolios. Track an index, use the buffer as your downside protection.
ETF Investing With a Level of Protection
By adding a downside buffer to client portfolios in addition to standard ETF offerings, you’ll turn smarter portfolios into growth for your business.
Benefits to your business:
- Downside buffer against market declines
- Upside return caps for growth
- Easy tools to track performance
A Modern Portfolio Tool
The all-in-one platform built to track, manage, and compare buffered ETFs. Build unique solutions for clients quickly and easily.
Leverage Halo’s tools:
- Track and manage buffered ETF holdings
- Compare buffered ETF options
- Custom notifications and analysis
Build a Defined Outcome Portfolio
Do you feel your clients deserve a secure financial future? Do you want to define the investing outcomes of your clients? We agree. That’s why we’ve made it easier to explore protective investing.
Flexible return options with a level of protection.
Tap the power of insurance based investments.
See What Halo’s Up To
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.
Although lesser known in the U.S., structured notes are growing in popularity. Take the quiz and test your knowledge of this flexible investment that’s now available to more investors than ever!
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.