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Halo Investing

Profile

Why We Were Selected:
Often referred to as defined outcome investing, the structured note marketplace has historically lacked the tools to allow advisors to purchase notes in a fast, efficient manner. Halo’s technology has made it possible to reduce costs, increase transparency, and remove the operational headaches historically associated with purchasing structured notes. This solution helps advisors implement structured notes to reduce risk and enhance income within client portfolios. 

What We’re Solving:
Halo is focused on growing awareness of the platform and the structured note marketplace within the RIA channel. Leading RIA networks continue to find value in adding the platform as a white label technology solution for advisors. Furthermore, we work with all major custodians to deliver operational efficiencies that assist in the trading of structured notes. 

Why We’re Different:
Halo is the only independent platform for structured notes in the U.S. Our competition is backed by banks to ensure continuity of the current business model. Halo was built to fundamentally change the way the structured note marketplace operates. Our blind, competitive auction process and post-trade life cycle management capabilities ensure best pricing and ease of tracking/managing your structured note investments. Halo doesn’t work for sell-side issuers of structured notes. This gives us the credibility and competitive advantage with independent RIAs that act as fiduciaries for their clients.