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WealthStack
May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Halo Investing Inc.

Profile

Halo Investing has built the first global marketplace for protective investing where financial advisors and investors can choose the right product for their portfolio objectives. Halo’s goal is to provide access to protective investment opportunities previously unavailable to most investors. Through the Halo platform, advisors and investors can easily access structured notes, buffered ETFs, annuities, and an extensive suite of tools allowing them to customize, analyze, execute, and manage protective investments tailored to their unique portfolio needs. Halo believes in transparent, democratized access to structured notes and other protective investing solutions—all made possible through Halo’s groundbreaking technology.