Halo Resource Center
Below you will find a variety of investor materials free for download
Additional materials
Check out more downloadable content for you and your clients below.
How Structured Notes Fit in a Portfolio
A comprehensive look into how investors are utilizing structured notes to satisfy a variety of investment objectives.
How Uncapped Growth Notes Work - Hard Protection
Want to participate in potential market gains but add a level of downside risk control? Think growth notes.
Laddering With Structured Notes
Duration and reinvestment risk can be effectively managed with structured notes, here’s how.
Types of Structured Notes and How They’re Used
Once a product for the ultra-wealthy, structured notes are now an everyday investment. Unique needs and customization isn’t an issue any longer.
How Uncapped Growth Notes Work - Soft Protection
Want to participate in potential market gains but add a level of downside risk control? Think growth notes.
How Digital Income Notes Work
Digital income notes allow investors to benefit from a neutral to moderately bullish point of view.