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See what Halo can do for you

Halo helps financial advisors find investments with flexible return and protection options for client portfolios.

Complete the form and schedule a convenient date and time on the calendar below. We’ll connect you with a member of the Halo team.

We look forward to speaking with you and answer any questions you have!

What Halo helps you do

  • Find new, curated investment ideas
  • Create custom structured notes within minutes
  • Get competitive bids from the top issuers
  • Manage the full lifecycle of your portfolio
  • Access secondary liquidity for your structured notes

You're in great company

Financial advisors across the globe are using Halo to add protection to portfolios, without having to bug a bank or distributor.

Get up and running quickly or use Halo to learn how structured notes can fit into your portfolios. We’re ready to help!