Halo Investing

Halo Investing is a technology platform that disrupts how protective investment solutions, such as Structured Notes, are used worldwide. They offer a range of products including Structured Notes, Buffered ETFs, and Annuities, designed to mitigate risk and improve financial outcomes for investors. Halo's technology platform provides financial advisors with tools and resources to analyze, customize, and execute unique portfolio construction solutions.

Halo is committed to democratizing access to these investment solutions, which were previously only available to institutional and high-net-worth investors. They provide advisors with access to a comprehensive marketplace of products and services, as well as educational resources to help them understand and utilize these tools effectively. Their mission is to empower advisors to better serve their clients by providing them with the knowledge and tools to make informed investment decisions.

Halo Investing is a technology platform dedicated to democratizing access to protective investment solutions, such as structured notes, buffered ETFs, and annuities. Their mission is to improve financial outcomes for all investors by providing a secure and intuitive platform that connects financial advisors and wealth managers with leading financial institutions offering these products. They believe that protective investments should be accessible to everyone, not just a select few, and strive to create a more transparent and efficient marketplace for these solutions.

Halo Investing promotes a collaborative and innovative culture that emphasizes talent, mentorship, and a drive to improve financial outcomes for all investors. They are committed to creating a positive and dynamic work environment where employees feel valued and empowered to contribute their skills and ideas. This is reflected in their hiring practices, focus on professional development, and recognition of employee achievements.