professionals
& insurance partners
(As of 4Q23)
On a mission to change the world of investing
We’re an award-winning platform that disrupts how protective investment solutions are used worldwide.
What we do
Halo provides access to protective investments, such as Structured Notes, buffered ETFs, and annuities. We’re the first platform that allows advisors to create custom Structured Notes and introduced the industry’s first SMA marketplace for Structured Notes.
Our comprehensive platform connects advisors with product manufacturers and industry-leading tools and education – including direct access to our support team and a library of educational content that is self-paced and customized to your firm.
Integrate protective investment solutions at scale
Our technology helps advisors better manage market risks within wealth and retirement planning.
01
Differentiate your practice
Stand out when prospecting with Halo’s tailored solutions
02
Achieve personalization
and improve risk-mitigation in client portfolios, сreate custom Structured Notes aligned to specific client goals & objectives
03
Save time and be more efficient
Aggregate structured note offers in minutes, not days
04
Grow your practice
Add financial solutions in demand with clients
05
Build better relationships with clients
Tap into Halo education to learn more about protective investments and advocate for your clients by identifying creative solutions that may improve the investment experience
Who we help
Financial advisors
Through education and customer service, our team helps financial advisors and wealth managers make the most of protective investments. Our consultative approach helps financial professionals grow their book while better protecting client wealth.
Financial institutions
Our technologies help the world’s leading financial institutions power their structured products and annuities capabilities. We work closely with various banks, asset managers, and capital markets entities to produce leading-edge financial products, now accessible to more investors than ever before.
No one does protective investment solutions like us
A variety of products
- Structured Notes
- Buffered ETFs
- Annuities
- Structured Note SMAs
Complete customization
The first all-in-one marketplace to allow advisors to create custom Structured Notes
Turnkey platform
Quick and easy implementation of off-the-shelf products
Robust tools
Intuitive research, analysis, and reporting tools to confidently incorporate Structured Notes in client portfolios
Access more than just tech
Direct access to our experts, offering ongoing, personalized support and a robust library of intuitive educational content
Our latest thinking
Better Risk Management Technology With Halo
Article • August 1, 2022
Structured Notes: What’s The Catch?
Article • August 24, 2022
SVB & Beyond: Making Sense, And The Most Of This Opportunity With Structured Notes
Webinar • March 17, 2023
Portfolio Strategies Using A Multi-Year Rate Guarantee Annuity
Article • October 19, 2022
How Advisors Benefit From Working With Halo Investing’s Outsourced Insurance Desk
Article • March 8, 2022
Still Looking For a Low Volatility Strategy? Think Structured Notes
Article • February 18, 2023
Halo Investing Named 2023 Worlds Most Innovative Companies By Fast Company
Article • March 2, 2023
The SVB failure: What Caused It And Where Do We Go From Here?
Article • March 27, 2023