Advisors & teams
Access private-bank-caliber solutions designed to help you differentiate and deliver more personalized client outcomes.
Wealth management technology ecosystem powering protective investing.
Design, execute and manage defined outcome strategies at scale.
Why now
Outcome-driven solutions are in high demand.
Volatility is not going away, and the classic mix is no longer absorbing it. With Halo, advisors design the outcome, execute across issuers, and manage it through to maturity, on every account rather than only the ones that get attention.
Why Protective InvestingThe ecosystem
One platform. Four solution areas.
Halo Investing transforms how wealth is managed by making protective strategies core to portfolio construction, rather than a tactical afterthought.
Structured Notes for portfolio enhancement.
Add downside protection and enhanced market participation with Structured Notes designed to help bridge the risk gap between stocks and bonds.
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Defined outcome, delivered as a managed sleeve.
Access custom or turnkey separately managed accounts, with professional management from calls through maturities.
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Protect Wealth. Create lasting income.
Access insurance and annuity solutions designed to protect assets, generate income, and support long-term financial goals.
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Institutional grade solutions, built for complex wealth.
Private-bank-style investments for high net worth clients with complex needs.
See All ResourcesFeatured capability on Halo
Simulate Structured Notes performance with Aura
Aura is Halo’s portfolio simulation engine for Structured Notes allocation, purpose-built for advisors. A portfolio analytics environment to quantify, communicate, and evaluate client allocations.
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Quantify the benefits
Analytics demonstrating portfolio impact and risk mitigation.
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Communicate the value
Side-by-side comparisons of portfolios with and without notes.
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Strengthen client portfolios
Unlock new risk-reward opportunities with improved analytics.
Who we serve
Protective investing, built for the wealth management ecosystem.
Home offices
Bring protective investing to your advisor network with the oversight, governance, and scale your enterprise requires.
Wealth solution providers
Expand your offering with institutional-grade protective investing solutions built to serve advisors at scale.
Product manufacturers
Reach the RIA channel at scale, expand distribution, and reduce the cost of manufacturing.
Hear from other clients
See how other firms are bringing protective investing into their businesses and client portfolios.
Make protective investing the default, not the exception.
The Halo journal
Insights for protective investing
Explore educational articles, market trends, and perspectives on defined outcome and protective investing.
- 12 Insurance Planning Flags Advisors Should Never Miss: A Fiduciary Guide
- Treasury Yields Climb as Stock Gains Narrow: September 2026 Market Recap
- Private Placement Life Insurance and Annuity: The Strategic Guide for Advisors Serving Ultra-High-Net-Worth Clients
- Stocks Scaled August’s Wall of Worry. Can the Rally Survive September?
- Hedging and Monetization Strategies for Concentrated Equity Positions
- The Great AI Shakeout: What July’s Stock Market Volatility Means for Investors
- Understanding Catapult Structured Notes: How the First Observation Date Shapes the Payoff Path
- Two Ways Advisors Can Use Structured Notes: Layered Vs. Replacement Allocations
- The New Volatility Trade: What Market Rotation Means for Investors
- Understanding Structured Notes: Hard Protection (Buffer)
