Jason Barsema joins the Smart Business Dealmakers Podcast
“That’s what I’m personally laser-focused on — bringing in more innovation to be able to get these down to a dollar"
Author: Halo Investing
Introducing a New Hedged-Equity Framework: 4 Ways Layering Structured Notes Enhances Equity Portfolios
The goal of using structured notes is to build long-lasting portfolios that have the potential for durable risk-adjusted returns across a range of market conditions.
Get Offers On Custom Structured Notes with Halo in Minutes, Not Days
Our blind auction process gathers bids and quotes from different issuers all in one place, while the competition among them arrives at a single best price.
Prospecting with New Clients? Differentiate Your Practice and Stand Out With Halo.
In just a few minutes, you can price a note built for either a risk-sensitive retired couple or an aggressive, yield-hungry younger client
Learn How Halo Is Helping Advisors Use Structured Notes To Build Their Book
The firms that use Halo today use these protective investing strategies to solve both of maintaining their existing client book and organically growing new assets.
LIVE VIRTUAL EVENT
Essential Strategies for Winning High Net Worth Clients in 2025
Nov. 14 & 21 • 1:00 pm CT