Access more products than you thought possible
What if we told you that you could access products for your clients that mitigated risk, highlighted returns and offered a level of protection reserved for the very few? You might not believe it.
But it’s true.
At Halo, we’ve created a simple, easy platform that democratizes investing by offering more access. You can create protected investments for your clients, giving them great returns…and peace of mind.
That’s how you’ve always run your business. We want to help you run it even better.
What Protective Investing Means for Financial Advisors
What happens when you can create a portfolio with smart risk management?
You’re offering products that the rest of the field is just catching up on
Be innovative, be proactive, be there with a plan that protects the future
When you manage risk, you increase loyalty and can grow your business
How Issuer Partners and Advisors Work Together
We bring together everyone on one platform.
For Issuers and Carriers
Connect with more people and spread your product to more markets
For Financial Advisors
Access products that keep your clients safe and you ahead of the competition
See How The Financial World is Changing
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.