Home office support
A dedicated Halo representative for your home office.
Scale protective investing across your advisor network
Bring more solutions to your advisors through one ecosystem built for governance, enablement, and ongoing support.
Made to scale with companies of all sizes
Dedicated enterprise support
More than a platform. You get a team behind it.
Regional coverage
Hands-on help for advisors across regions and markets.
A partner to your firm
Built around your team, workflows, and existing systems.
Hear from leading firms
See how firms are bringing protective investing to their organizations.
Built for enterprise
Governance
Grow with guardrails in place
As adoption expands, maintain control over the notes, issuers, and strategies available to advisors based on your firm’s standards.
Enablement
Build expertise across your organization
Give advisors the training, education, and resources they need to deepen their knowledge and confidently bring protective investing to clients.
Growth
Help advisors compete for their next big client
Give advisors more ways to serve clients with a broad range of protective investing solutions.
One ecosystem
Bring your protective investing offering together
Connect structured notes, managed solutions, insurance, and annuities on a single platform, giving advisors one place to access and deliver solutions to clients.
The Halo journal
Insights for protective investing
Explore educational articles, market trends, and perspectives on defined outcome and protective investing.
- October 2026 Market Recap: AI Stocks Slide as Defensive Sectors Lead
- 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
Bring protective investing to your advisor base.
Frequently asked questions
What product governance controls can we establish?
Your firm can control which notes, issuers, annuity product and insurance carriers, and strategies advisors can access, with risk parameters and approval workflows aligned to your standards.
What oversight tools and capabilities does Halo have?
Our backend administrative oversight capabilities allow the home office insight into their advisors activities across their book of business.
Can we control access across different teams?
Yes. You can tier product access by team or advisor experience while maintaining consistent governance across your organization.
How does Halo fit into our existing technology stack?
Halo works with existing custody and wealth technology infrastructure to bring protective investing into your current operating environment.
What support do we receive after implementation?
Your firm receives ongoing relationship management, field engagement, portfolio consulting and ongoing education to help your teams long after implementation.
How can the platform be customized to our firm?
Whitelabeling branding to make it look and feel like an extension of your firm.
Are there controls around education requirements?
Yes, Halo has the ability to require education in order to access different features of the platform.
What if our firm or new advisor has an existing book of business in these products?
Halo provides white glove transition services and support.
