Alex Rabinovich, CFA, Global Head of Sales for Halo Investing, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the growing demand for protective investing.
Halo Investing is a technology-enabled distribution firm focused on protective investing, which Rabinovich describes as outcome-driven investing across structured notes, annuities, concentrated stock management, and other hedging solutions.
Rabinovich notes that he is seeing an increasing interest in protective investing. He explains that a combination of rising yet volatile markets has led advisors and clients to look for ways to hedge exposures at the top of the market. He also points to increased interest in moving beyond the traditional 60/40 portfolio as advisors seek to personalize client outcomes through new investment vehicles. Finally, Rabinovich believes growing competitive pressures are encouraging advisors to innovate faster.
Through Halo’s platform, advisors can incorporate structured products into client portfolios while using the firm’s Aura portfolio simulation tool to compare allocations before and after adding structured notes. Rabinovich explains that the tool illustrates opportunities to reduce risk, enhance potential returns, and lower the percentage of negative outcomes. Rabinovich also emphasizes the importance of advisor education, noting that Halo offers a full suite of educational materials, training, and testing. He also adds that the firm offers a professionally managed structured note strategy in an SMA wrapper for advisors looking for an accessible entry point into protective investing.
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