Matt Radgowski, CEO of Halo Investing, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the protective role of annuity and structured product investments.
Halo Investing is a wealth technology company that has developed a platform to access protective investments, including structured notes and annuities. When markets enter periods of increased volatility, the attention of investors turns to the need for defined outcome and protection. Halo’s technology platform allows advisors to search for, purchase, and manage these products, while providing investors access to the manufacturers of the products.
Halo provides education for advisors to learn the features of the products and their appropriate role in client portfolios. Advisors can learn about the products online or in meetings with a member of Halo’s team. Halo’s Aura platform demonstrates how various notes or annuity products fit into an advisor’s current portfolio, noting the change in return, risk, and the income generated by the portfolio.
Halo provides connectivity to platforms that makes it as easy as possible to purchase and manage these products. Halo’s platform is designed to assist advisors in overcoming two key challenges: integrating structured products into portfolio construction, and the integration of those products into the advisor’s current operating systems, custodial platforms, and wealth management platforms. Halo integrates with Pershing’s NetX360+ platform, which is integrated with Envestnet Tamarac.
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