Knowing how and where to use structured notes can be complicated. Integrating this asset vehicle into a typical portfolio of stocks, bonds, and funds is a common challenge among advisors. Part of Halo’s team of subject-matter experts’ time is devoted to guiding advisors so that they understand the risk and payout profiles of a structured note. For example, some growth notes are closer to equities while our income notes have characteristics more aligned with a fixed-income product. To help with asset allocation decisions and investment-idea generation, Halo offers three products and services:
1. Noteflix
Halo’s popular Noteflix platform offers suggested note idea generation based on market conditions such as yields, volatility, and themes. It can be an ideal tool if you want to take a more hands-off approach with your idea generation — you can let our team of experts identify notes that could fit the strategies you are looking for. You can also use Noteflix to create customized watch lists that alert you when a set target value on a customized note is available, so you’ll never miss an opportunity.
2. The Halo Journal
Advisors stay up to date on all the latest happenings at Halo and in the industry on The Halo Journal. The site is designed for advisors as a thought-leadership resource. Not only does it cover current events in the structured note realm, but we also discuss other protective investment solutions that can be used to make better portfolios. Annuities and buffered ETFs continue to evolve and grow in popularity among retail investors. The Halo Journal is a resource for investment ideas, to identify broad portfolio strategy solutions, and highlight other services Halo offers that can help you grow your business.
3. Our white glove account management team
With Halo’s subject-matter experts by your side, you can get defined outcome asset allocation and investment ideas along with education before, during, and after the trade. We believe in building confidence with advisors who choose to partner with us. That means going beyond just the transaction process. It is imperative that you understand a structured note’s investment rationale and can seamlessly integrate trade ideas into your workflow so that you save time. Our white glove account management team also performs back-end operations services so you can focus on growing your practice. Halo’s existing clients often consider us an extension of staff, working in the background to make the due diligence, transaction, and recordkeeping processes as smooth as possible. Finally, our team helps advisors generate strategies through ongoing education and webinars.
Please see our Halo Disclosure Page for important disclosures.
