haloinvesting.comPlatform For Protective Investing | Halo Investing

Login Sign up Problems We Solve Who We Help Financial Advisors Financial Institutions Our Products Structured Notes Structured Note SMA Annuities Buffered ETFs Resources Structured Notes 101 Hedged Equity The Halo Journal About Login Sign Up Request access Request access The first marketplace dedicated to protective investment solutions Crafting the right portfolio for clients is hard enough. Halo’s award-winning platform gives you a new way to find and manage outcome-based investments. Request access What is Protective Investing? 100+ talented professionals 40+ global banks & insurance partners $19Bn+ in transactions since founding in 2015. (As of 4Q23) On a mission to change the world of investing We’re an award-winning platform that disrupts how protective investment solutions are used worldwide. What we do Halo provides access to protective investments, such as Structured Notes, buffered ETFs, and annuities. We’re the first platform that allows advisors to create custom Structured Notes and introduced the industry’s first SMA marketplace for Structured Notes. Our comprehensive platform connects advisors with product manufacturers and industry-leading tools and education – including direct access to our support team and a library of educational content that is self-paced and customized to your firm. Integrate protective investment solutions at scale Our technology helps advisors better manage market risks within wealth and retirement planning. 01 Differentiate your practice Stand out when prospecting with Halo’s tailored solutions 02 Achieve personalization and improve risk-mitigation in client portfolios, сreate custom Structured Notes aligned to specific client goals & objectives 03 Save time and be more efficient Aggregate structured note offers in minutes, not days 04 Grow your practice Add financial solutions in demand with clients 05 Build better relationships with clients Tap into Halo education to learn more about protective investments and advocate for your clients by identifying creative solutions that may improve the investment experience Who we help Financial advisors Through education and customer service, our team helps financial advisors and wealth managers make the most of protective investments. Our consultative approach helps financial professionals grow their book while better protecting client wealth. Learn more Financial institutions Our technologies help the world’s leading financial institutions power their structured products and annuities capabilities. We work closely with various banks, asset managers, and capital markets entities to produce leading-edge financial products, now accessible to more investors than ever before. Learn more No one does protective investment solutions like us A variety of products. Structured Notes Buffered ETFs Annuities Structured Note SMAs Complete customization The first all-in-one marketplace to allow advisors to create custom Structured Notes Turnkey platform Quick and easy implementation of off-the-shelf products Robust tools Intuitive research, analysis, and reporting tools to confidently incorporate Structured Notes in client portfolios Access more than just tech Direct access to our experts, offering ongoing, personalized support and a robust library of intuitive educational content Backed by: Our latest thinking Better Risk Management Technology With Halo Article • August 1, 2022 Read more Structured Notes: What’s The Catch? Article • August 24, 2022 Read more SVB & Beyond: Making Sense, And The Most Of This Opportunity With Structured Notes Webinar • March 17, 2023 Read more Portfolio Strategies Using A Multi-Year Rate Guarantee Annuity Article • October 19, 2022 Read more How Advisors Benefit From Working With Halo Investing’s Outsourced Insurance Desk Article • March 8, 2022 Read more Still Looking For a Low Volatility Strategy? Think Structured Notes Article • February 18, 2023 Read more Halo Investing Named 2023 Worlds Most Innovative Companies By Fast Company Article • March 2, 2023 Read more The SVB failure: What Caused It And Where Do We Go From Here? Article • March 27, 2023 Read more See all resources There’s the hard way, and the Halo way Request access US69/1.0/2306  200 W Jackson Blvd, 18th Floor Chicago, IL 60606 Request access Contact us Problems We Solve Financial Advisors Financial Institutions Structured Notes 101 Structured Notes Structured Note SMA Annuities Buffered ETFs Hedged Equity About Careers The Halo Journal Hedged Equity About Careers The Halo Journal Legal Privacy Policy REG BI BCP CRS FINRA BrokerCheck Halo Investing is not a broker/dealer. Securities offered through Halo Securities LLC, a SEC-registered broker/dealer and member of FINRA/SIPC. Halo Securities LLC is affiliated with Halo Investing. Halo Securities LLC acts solely as distributor/selling agent and is not the guarantor of any structured note products. Check the background of Halo Securities LLC on FINRA BrokerCheck. 2023 © Halo Investing Follow Follow Follow Follow https://haloinvesting.com/wp-content/uploads/2023/12/Hedged-Equity-Strategy-Jason-Barsema-Video.mp4 × ×...