Halo Investing, Inc. (Halo)

Wealth Management / Personal Finance

Halo Investing, Inc. (Halo)

Halo is the first independent multi-issuer technology platform for structured notes in the United States. Through our proprietary platform, Halo Notes, investors can go beyond traditional structured note calendars by creating and executing virtually any payoff they like, all at a click of a button. Gone are the days where customers need $3 million to customize a note, or rely on month-end calendars that lack differentiated trade ideas. With Halo, investors can choose from a menu of over 6,000 ideas, updated all day / every day, or customize their own strategy for low notional minimums and near-instant execution. Given Halo’s streamlined technology, we can substantially reduce distribution costs, resulting in better pricing for the customer and more coverage for the issuers. Until Halo, structured notes were expensive and lacked transparency, liquidity and technology. Halo is making the structured note market much more efficient for clients and issuers alike, and will change how the world invests.