Buffer Against Volatility, with Buffered ETFs

By offering clients a level of protection, you’ll turn a buffer into a more sustainable business.

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.

Fuel Growth for Your Business with Less Volatility.

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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.

Structured Notes

Flexible return options with a level of protection.

Annuities

Tap the power of insurance based investments.

See What Halo’s Up To

[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.

Test Your Structured Notes Knowledge!

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!

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.

Want to Learn Even More? Talk to Us.

Take the first step to securing your clients’ future and growing your business.

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