Halo Investing, Inc.
Formidable Asset Management, LLC, is an Ohio limited liability company, doing business as Halo Investing (“Halo Investing”). Formidable is an SEC registered investment advisor. Formidable, through sub-advisory agreements with other registered investment advisers (the “Sub-Advisory Agreement”), provides a software based advisory service for these entities that invest on behalf of investors. This advisory program is titled Halo Investing. This use of this website is solely intended for investment advisers that are currently a party to a Sub-Advisory Agreement.
Halo Investing does not represent that the securities or services discussed are suitable for any investor. Halo Investing does not, and this website does not intend to, render tax or legal advice.
A copy of Halo Investing’s current written disclosure statement discussing Halo Investing’s business operations, services, and fees is available from Halo Investing upon written request. Halo Investing does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party linked to Halo Investing’s platform or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level(s). Options carry a high level of risk and are not suitable for all investors. Please read the options disclosure document titled Characteristics and Risks of Standardized Options. There is equity risk that is involved with the Halo Investing program because utilized instruments are not principally protected. Factors such as market risk, macro risks, option pricing and liquidity can substantially impact the price of the instruments used in the Halo Investing program. There is also no guarantee that a liquid market will be available for such instruments. The cash in the account should be intended for Halos and not for additional securities. Halo Investing is not responsible for margin calls and can’t assure the investment professional will adhere to the full notional guidelines.
Certain portions of Halo Investing’s platform (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to other investment and non-investment professional’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no user of this website should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an investment professional.
Information throughout this site, whether Halo quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this platform should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEBSITE.