The first marketplace dedicated to protective investment solutions.
No one does structured notes like Halo.
More power. More Opportunities. More Security.
Halo's technology powers outcome-driven investing for clients:
Differentiate Your Practice
Streamline Your Processes
Asset Allocation and Trade Ideas
Stand out in a crowded market. Innovate with Halo.
In a market where clients demand increasingly specialized products, Halo can provide uniquely tailored solutions that can help meet their investment goals.
The case for Halo is strong.
Spend more time achieving client goals. Spend less time managing structured notes.
Halo’s suite of smarter tools allows advisors to analyze, customize, and manage structured notes and other protective investments for clients in minutes, not days.
Get defined outcome investment ideas with Halo’s world-class team by your side.
Make the most of structured notes with the right resources and our team of Account Managers that integrate education, investment rationale, and trade ideas into your workflow.
Discover investment allocation ideas from Halo.
There’s the hard way,
and the Halo way.
Take your structured notes game to the next level
with access to Halo's award-winning Platform
