What Does It Mean To Add Protection?
Nothing in life—or investing—is guaranteed.
Markets go up and down. The best way to protect a future is to have the benefits of market growth while having a plan against the worst of the downside.
It means setting a goal, and building the portfolio with the best chance to get there.
Those tools are now available for financial advisors. We can make them work for you.
How Does That Work?
Good question. It works by building a portfolio of products that have defined investment outcomes. You have options to increase yield without adding more risk, and including protection without compromising growth.
Participate in the Upside
When the market is going up, your clients can reap the rewards. Whether you’re seeking income or higher returns for clients, protective investing can get you there.
Protect Against the Downside
The markets are volatility and stocks are near all-time highs. Add a level of protection to help preserve your clients’ savings against unpredictable markets.
Participate In A Global Market
Defined outcome investments are a popular option across the globe. But in the U.S. it’s been hidden from all but the biggest advisors and investors. By opening the doors and connecting advisors directly with issuers and carriers, we’re creating a strong ecosystem of products.
For Financial Advisors
See how you can offer your clients better, more innovative products
Build a wider selection of investment options for investors, at scale
Go Beyond Defined Outcomes. Get Outcomes That are Self-Defined
What do you want the future to look like? How are goals defined? And how do we help you get there?
You can build a portfolio that matches your clients’ income needs for the next 10, 20, 30 years—or more. You can set return targets. You can define and adjust your risk. And you can adapt to changing markets.
When you can envision your client’s financial future, all you need is a road. We’ve made it easy to build one.
How to Build Your Practice with Halo
A client’s financial future is built by gathering solutions that work towards more certainty. There isn’t one path—just the one that fits your client’s goals.
Increased yield with a level of protection
ETFs with a level of downside protection
Harness the power of insurance-based investments
Learn More So You Can Get More
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.
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!
Even with recent increased demand, many U.S. investors have limited experience using structured notes in client portfolios. With more education, added transparency and the right tools, more financial professionals can get comfortable using this flexible, risk-based investment.