CHICAGO, October 13, 2026 — Halo Investing, the wealth management technology ecosystem powering protective investing, today announced a new partnership with Composition Wealth, a national RIA firm managing approximately $13 billion in assets as of September 2026, bringing Halo’s platform and Aura Portfolio Simulator to Composition Wealth’s advisor teams.
The partnership comes amid accelerating growth in the Structured Notes market. According to Structured Retail Products (SRP), US notional issuance climbed 20.8% year-over-year in the first half of 2026 alone, reaching $119.8 billion, building on a 2025 that already saw the market surpass $150 billion in annual volume. As more advisors incorporate Structured Notes into client portfolios, the ability to model and clearly explain those allocations is becoming increasingly important to how advisory firms differentiate their offering.
Aura is built directly into the Halo platform and is designed to model the role of Structured Notes within a full portfolio. It allows advisors to run allocations alongside equities, bonds, and alternatives, evaluate how a note’s pricing or terms may affect potential outcomes, and compare portfolios with and without Structured Notes side by side, supporting clearer conversations with clients about how a given strategy fits their goals.
Prior to this partnership, Composition Wealth did not have a preferred Structured Notes provider, typically engaging directly with issuing banks on a deal-by-deal basis. The firm now has access to an integrated platform intended to support its advisors’ existing workflows.
“Halo is proud to support CIO, Matt Dmytryszyn and the Composition Wealth Investment Services team in their continued impressive growth,” said Alex Rabinovich, Head of Sales at Halo Investing. “By integrating our platform, Halo is providing Composition Wealth advisors with protective investment solutions designed to differentiate their practices and fit within their existing workflows and investment philosophy. This launch reflects our joint commitment to providing advisors with innovative, client-first technology and tools.”
“Halo offers a Structured Notes platform that can be easily tailored to our advisor and client needs,” said Dmytryszyn. “Their Aura portfolio simulation tool is helpful in illustrating for clients and advisors the potential impact of Structured Notes within a portfolio.”
About Composition Wealth
Composition Wealth is a national RIA firm managing approximately $13 billion in assets as of September 2026, aligning accomplished financial advisors and specialists with successful individuals, families, and business owners to reach their life and intergenerational goals. The firm is focused on providing exceptional experience, advice, and technology tailored to enhance clients’ overall financial success. Its integrated approach surrounds the advisor-client relationship with experts in investments, tax planning, estate strategies, and retirement planning to create comprehensive solutions for each client’s needs.
Founded in 2007 as Miracle Mile Advisors and headquartered in Los Angeles, the firm has team locations in Baltimore/DC, Chicago, Columbus, Ohio, New York, San Diego, San Francisco and Seattle. For advisors seeking to write their next chapter with Composition Wealth, visit www.composition.com/for-advisors.
About Halo Investing
Halo Investing is a wealth management technology ecosystem that powers protective investing. Halo connects advisors, enterprises, and product manufacturers, giving wealth management professionals across every channel the tools, technology, and product access to deliver institutional-level solutions at scale.
The platform spans four solution areas: a multi-issuer Structured Notes marketplace built for defined outcome investing, custom and turnkey Managed Solutions, technology-enabled Insurance and Annuities, and Advanced Wealth Solutions — hedging and monetization, options-based overlays, securities-based lending, and Pre-IPO/Secondaries for HNW and UHNW clients.
For more information, visit: www.haloinvesting.com.
