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.

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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.

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Laddering With Structured Notes

Duration and reinvestment risk can be effectively managed with structured notes, here’s how.

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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.

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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.

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How Digital Income Notes Work

Digital income notes allow investors to benefit from a neutral to moderately bullish point of view.

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