How Halo Creates Better Outcomes for Financial Advisors

Manage risk for your clients and manage a growing business

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“You’re not protecting a portfolio. You’re protecting a future. I think that option should be available for everyone.”

Talk to an investment portfolio specialist

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?

Stand Out

You’re offering products that the rest of the field is just catching up on

Stay Ahead

Be innovative, be proactive, be there with a plan that protects the future

Keep Growing

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

[Webinar] Bridging the Risk Gap with Structured Notes – Keebeck x Halo

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.

Test Your Structured Notes Knowledge!

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!

Get ahead of the curve. Get on the Halo Platform

If you’re ready to see what an intuitive platform looks like, talk to one of our experts.

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Learn how Halo raised $100 million in Series C funding

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