The first marketplace dedicated to protective investment solutions
On a mission to change the world of investing
Crafting the right portfolio for clients is hard enough. Halo’s award-winning platform gives investment professionals a new way to find and manage structured product investments. Fueling your business for better client experiences.
Structured products used to be inaccessible and difficult to manage. Halo provides unique tools to make structured products easier, so you can focus on achieving your clients’ goals.
ABOUT HALO
Founded in 2015 and headquartered in Chicago, Halo Investing developed its industry-leading, multi-issuer technology platform for protective investment solutions. Halo provides advisors, wealth managers, and professional investors access to structured products, best pricing, and execution. With the help of technology, Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency.
With offices located in the Abu Dhabi Global Market (ADGM), Halo Investing MEA Ltd. is regulated by the Financial Services Regulatory Authority (FSRA).
PROTECTIVE INVESTMENT
What does it mean to add protection?
Nothing in life—or investing—is guaranteed.
Markets go up and down. The best way to protect a future is to have the benefits of market growth while having a plan against the worst of the downside.
It means setting a goal and building the portfolio with the best chance to get there.
How Does That Work?
Good question. It works by building a portfolio of products that have defined investment outcomes. You have options to increase yield without adding more risk, and including protection without compromising growth.
Particpate in the Upside
When the market is going up, your clients can reap the rewards. Whether you’re seeking income or higher returns for clients, protective investing can get you there.
Protect against the Downside
The marekts are volatile and stocks are near all-time highs. Add a level of protection to help preserve your clients' savings against unpredictable markets.
Want to learn even more? Talk to us.
We’ve made a complex market easier and more accessible. Let’s talk about how you can access it.
FOR INVESTORS
Access more products than you thought possible.
What if we told you that you could access products for your clients that mitigated risk, highlighted returns, and offered a level of protection reserved for the very few? You might not believe it.
But it’s true.
At Halo, we’ve created a simple, easy platform that democratizes investing by offering more access. You can create protected investments for your clients, giving them great returns … and peace of mind.
Getting set up on Halo's platform is easy:
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Find structured products that meet your client needs
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Competitive terms from the leading global issuers
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Real-time performance and portfolio analysis
“By opening the doors and connecting professional investors and advisors directly with Issuers, Halo creates a strong ecosystem of products and helps financial advisors make better decisions for the future.”
From many years of empowering and supporting investment professionals, Halo fine-tuned its platform and is committed to simplifying your workflow, and helping your business boom.
FOR ISSUERS
Halo provides issuers with industry-leading technology to automate the issuance, management, and distribution of structured products.
You have incredible structured products. You want to get them into the hands of driven financial advisors. You want to expand your market.
Halo got the tools to make that happen.
Our platform is designed to help innovative banks, issuers, and other distributors quickly sell structured products. We’ve cut down the time it takes to move product, so you can increase the time you earn a profit.
When your products are in more hands, that’s a win for everyone.
OUR TEAM
Meet the people who believe defined outcome investing is for anyone who wants to create a better financial future.
Biju Kulathakal
CO-FOUNDER
HALO INVESTING, INC.
Biju is the Co-Founder of Halo Investing and serves as a board member. He was one of the early co-founders of Redbox as well as a founder and the past Chairman and CEO of Trading Block Holdings, an online brokerage firm specializing in option traders. Biju received a B.S. in Aerospace Engineering from Illinois Institute of Technology.
PRESIDENT, CO-FOUNDER
HALO INVESTING, INC.
Jason Barsema
Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing structured products, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.
CONTACT US
Office 502, Al Sarab Tower
ADGM Square, Al Maryah Island
Abu Dhabi, United Arab Emirates
Call Us
+971 02 583 2482