Add Structured Notes for Clients And Grow Your Business
Take control of your portfolios, define your risk, grow your business
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.
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
Why Investors Need More than Stocks & Bonds
In today’s markets, investors have been at the mercy of market volatility, low yields and weakened gains. Protective investing may […]
![[Webinar] Bridging the Risk Gap with Structured Notes – Keebeck x Halo](https://2349zvo80x32zwmm81cue6d5-wpengine.netdna-ssl.com/wp-content/uploads/2021/08/21b30a3c-e35a-11eb-960e-0242ac110009_sep_21HALO036-Keebeck-Webinar-Blog-Cover-950x490jpg.jpg)
[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!
Want to Learn Even More? Talk to Us.
Go to market with a unique solution and supercharge growth.