Halo Investing

Halo Investing's Founding and Growth

Halo Investing was founded in 2015 and has shown impressive growth and innovation in the financial services industry. The company has facilitated over $19 billion in transactions since its inception, a testament to its robust platform and the trust it has garnered among its users. Headquartered in Chicago with additional offices in Zurich and Abu Dhabi, Halo Investing has expanded its reach globally. The company employs over 100 professionals, each contributing to its mission of revolutionizing protective investment solutions.

Halo Investing's Products and Services

Halo Investing offers a comprehensive suite of products designed to meet various investment objectives. These include Structured Notes, Buffered ETFs, Annuities, and Structured Note SMAs. The platform connects financial advisors with product manufacturers, providing industry-leading tools and educational resources. The company's innovative approach includes the introduction of the industry's first Structured Note SMA marketplace, allowing advisors to create custom Structured Notes tailored to their clients' needs. Additionally, Halo offers fee-based annuities to help reduce risk in investment portfolios.

Halo Investing's Industry Recognition

Halo Investing has garnered significant recognition within the financial industry. Most notably, the company was named one of the World's Most Innovative Companies by Fast Company in 2023. This accolade underscores Halo's commitment to innovation and excellence in providing protective investment solutions. The company's introduction of the industry's first multi-manager Structured Note SMA marketplace exemplifies its pioneering spirit and dedication to enhancing the tools available to financial advisors.

Halo Investing's Global Partnerships

The success of Halo Investing is bolstered by its strategic partnerships with over 40 global banks and insurance partners. These collaborations enable Halo to offer a diverse range of financial products and services, ensuring that advisors have access to leading-edge solutions. By working closely with banks, asset managers, and capital markets entities, Halo Investing can produce innovative financial products that meet the evolving needs of wealth managers and their clients. This extensive network of partnerships is a key factor in the company's ability to provide comprehensive and protective investment solutions.

Halo Investing's Educational Resources

Education is a cornerstone of Halo Investing's value proposition. The company provides direct access to experts and an extensive library of educational content designed to help financial advisors and wealth managers maximize the benefits of protective investments. Through its platform, advisors can find, compare, and select Structured Notes, gaining insights into various investment strategies such as Yield, Growth, and Targeted Return. Halo's commitment to education ensures that advisors are well-equipped to make informed decisions that align with their clients' financial goals.