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TECHNOLOGY PROVIDERS Innovation Platforms
HALO INVESTING
Protective Investment Solutions
Halo created the first marketplace dedicated to protective investment solutions, revolutionizing the way these products – like structured notes, buffered ETFs, and annuities – are accessed by advisors. Over the last 18 months, Halo has continued to innovate and position themselves for continued growth and leadership in the industry.
Three notable enhancements in the past 18 months are: 1. Halo launched the industry’s first Structured Note SMA Marketplace 2. Halo launched its innovative Hedged Equity Strategy 3. Halo relaunched the Halo Journal, an online resource center for financial advisors
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.
haloinvesting.com
218 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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