Halo Investing

????Halo’s Structured Note SMA Marketplace allows you to scale Protective Investments across your clients’ portfolios while we manage the heavy lifting. Get a closer look at exactly how our SMA offerings work during our upcoming webinar, Simplified Access to Protective Investments on September 24 at 1:00pm CST. Save your seat ?? https://bit.ly/3X9KiVz #SeparatelyManagedAccounts #SMA #StructuredNotes

More?? Effective?? Portfolio?? Solutions?? Especially as market cycles seem to play out faster and faster! Structured Notes offer tailored returns and customizable features, but laddering them by maturity date can be an even more powerful method to control risk and normalize return outcomes. Find out how diversifying note maturity dates can improve your portfolio optimization and help achieve client goals in our latest Halo Journal Article?? https://bit.ly/4g3woNr #InvestmentStrategy #ProtectiveInvestments #PortfolioManagement #StructuredNotes #RiskManagement

Three ways Halo’s SMA Marketplace can help advisors: ?Save time with active portfolio management ??Access Structured Note strategies that fit an array of investment philosophies ??Easily scale protective investments to help meet clients’ goals Find out how to get started with our upcoming webinar ??Simplifying access to Protective Investments ??with the Industry’s first Structured Note SMA Marketplace on Tuesday, September 24 at 1:00pm ET Save your seat ?? https://bit.ly/3Mw1saU #SeparatelyManagedAccounts #SMA #StructuredNotes

Halo’s quarterly sales summit ended with a bang for the first ever Halo Cup! ???? Huge thanks to Alex Rabinovich, CFA for coordinating such a great event for the team to get out of the office and spend time with the people we work with everyday. Congrats to our Halo Cup champions ???? Steven Gore, Mike Thompson, Josh Lichtman, and Vlad Moldavskiy And our longest drive + closest to the pin winners ????Nate Stadler and Mike Thompson! #LifeWithHalo

????Access Structured Note strategies that fit an array of investment philosophies with Halo’s Structured Note SMA Marketplace. Get a closer look at our range of SMA offerings during our upcoming webinar, Simplified Access to Protective Investments on September 24 at 1:00pm CST. Save your seat ?? https://bit.ly/3AE0KGe #SeparatelyManagedAccounts #SMA #StructuredNotes

Halo’s CEO, Matt Radgowski, recently joined the Smart Money Circle Show with Adam Sarhan to discuss Halo’s mission, managing risk, and some of his biggest lessons working in financial services for over 27 years. Check out the full episode here or wherever you listed to podcasts ?? https://bit.ly/3Z1wEq9 #FinancialServices #StructuredNotes #RiskManagement

???Save time managing Structured Notes with Halo’s Structured Note SMA Marketplace — an industry innovation worth reviewing. Get an inside look at our SMA strategies and find out just how much time you can save in our upcoming webinar, Simplified Access to Protective Investments on September 24 at 1:00pm CST. Save your seat ?? https://bit.ly/4czH1V9 #SeparatelyManagedAccounts #SMA #StructuredNotes

Voting is now open for the 2024 MMI/Barron's Industry Awards and Halo is proud to be a finalist! Specifically, Halo is nominated for ?Distribution Excellence for Using Partnerships to Help Clients Create New Revenue Streams? This award honors firms providing exemplary and innovative sales support to advisors in the field or at the home office. No surprise to us our #TeamHalo sales team is crushing it! ?? Primary contacts at MMI member firms are eligible to vote to determine the winners for the awards presented on October 16th at the 2024 MMI Annual Conference in Charlotte, NC. To learn more and vote if you’re an MMI member, click here: https://bit.ly/3WYgDi2 Barron's, Money Management Institute

Announcing Halo’s latest webinar discussing our Structured Note SMA Marketplace: ??Simplified Access to Protective Investments?? with Halo’s Head of Investment Solutions, Dennis Monohan, CFA. Halo’s SMA marketplace provides simplified access to sophisticated Protective Investments so advisors can save time, differentiate their practice, and build more efficient portfolios. Join us on Tuesday, September 24 as we discuss: ? The benefits of Structured Notes for unlocking yield, growth, or total return. ? Why a Separately Managed Account (SMA) can make an ideal vehicle for managing a portfolio of Structured Notes. ? The advisors playbook for beating the competition with Notes and personalization available in SMAs ? A brief overview of our Structured Note SMA offerings and strategy managers ? How to get started working with Halo’s Structured Note SMA Marketplace #StructuredNotes #SMA

We were thrilled to recently host a dynamic two-day event in Chicago, bringing together industry experts and colleagues for insightful presentations, idea generation, and invaluable networking opportunities! A special thank you to our keynote speaker, Larry Roth CPA, JD, and our sponsors for their support and partnership: ?? Morgan Stanley, Jefferies, BMO, and Barclays. This event marks the beginning of many more, and we couldn’t have kicked it off without you!