Add Structured Notes for Clients And Grow Your Business

Take control of your portfolios, define your risk, grow your business

Chat With Our Structured Note Experts

Structured Notes Made Easy

You’re under pressure to turn client portfolios into success stories—and success stories into more clients. That’s why Halo created a platform with more choices and smarter tools to grow your business.

Halo Makes Your Job Easier

Structured Notes used to be inaccessible and difficult to manage. Halo provides unique tools to make Structured Notes easier, so you can focus on achieving your clients’ goals.

Transform Risk Into Defined Outcomes

Halo can help you better serve clients by turning risk into defined outcomes, with flexible return and protection options.

Request a Consultation.

You’re building a future for your clients, we’re building the investing platform.

Schedule a consultation

Grow Your Business by Building Innovative Portfolios

We’re ready to help financial advisors with all levels of structured note expertise. Give your financial planning business a competitive advantage by investing in defined outcomes.

Add a little structure to your portfolios:

  • A fast way to build personalized offerings
  • Stand out in the market
  • Scale your business with technology

Manage Structured Notes the Right Way

From many years of working with financial advisors, we’ve fine-tuned the Halo platform and are committed to simplifying your workflow, and helping your business boom.

Getting setup on Halo is easy:

  • Find structured notes that meet your client needs
  • Competitive terms from the leading global issuers
  • Real-time performance and portfolio analysis

Build a Portfolio with Defined Outcomes

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.

Annuities

Tap the power of insurance based investments.

Buffered ETFs

Explore ETFs that include a level of protection.

The Latest from Halo

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

[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!

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!

Want to Learn Even More? Talk to Us.

Go to market with a unique solution and supercharge growth.

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