Halo Investing
Silver Sponsor
Information
Halo has built the first connected marketplace for protective investing where financial advisors and investors can choose the right product for their portfolio objectives. Halo’s goal is to provide access to impactful investment opportunities previously unavailable to most investors. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities, as well as a suite of tools to analyze, customize, execute, and manage the most suitable protective investment product for their portfolios. Halo believes in transparent, democratized access to structured notes and other protective investing solutions—all
made possible with technology.
