Explore Halo Investing’s custom protective investment platform, connecting advisors with top professionals and extensive investment opportunities.

Introducing Halo Investing

In the dynamic world of finance, finding the right investment platform can be a daunting task. Halo Investing stands out as a premier solution, offering a comprehensive suite of protective investment options tailored to meet the diverse needs of both advisors and their clients. Since its inception in 2015, Halo has facilitated over $33.3 billion in transactions, partnering with more than 40 global banks and insurance firms to deliver robust investment opportunities.

What Sets Halo Investing Apart

Comprehensive Protective Investments

Halo Investing specializes in protective investment solutions such as Structured Notes, buffered ETFs, and annuities. These instruments are designed to mitigate risks while providing growth opportunities, making them ideal for clients seeking stability in their investment portfolios.

Customizable Structured Notes

Halo is the first platform to enable advisors to create custom Structured Notes, allowing for personalized investment strategies that align with specific client goals and risk appetites. This level of customization ensures that each investment plan is uniquely suited to the individual needs of clients.

Award-Winning Technology

Halo’s platform is recognized for its innovative approach to investment management. The turnkey solution allows advisors to integrate protective investment solutions at scale, enhancing their ability to manage market risks effectively within wealth and retirement planning.

The ‘Investment-Ready’ Project

Bridging Entrepreneurs and Investors

The ‘Investment-Ready’ project is a strategic initiative aimed at streamlining the investment matching process between entrepreneurs and investors in the UK. By leveraging Halo’s advanced investment platform, the project focuses on SEIS (Seed Enterprise Investment Scheme) and EIS (Enterprise Investment Scheme) opportunities, which are pivotal for startups and SMEs looking to scale.

Key Features

Personalized Dashboards: Investors can manage their portfolios with ease, accessing real-time performance tracking and data-driven insights.
Entrepreneur Showcase: Entrepreneurs can present their businesses directly to a diversified pool of investors, showcasing their potential for growth without traditional barriers.
Educational Resources: Comprehensive materials guide both entrepreneurs and investors on investment strategies, market trends, and regulatory guidelines.

Market Potential

With the UK investment market for SEIS and EIS reaching approximately £1.8 billion and growing at a steady rate, the ‘Investment-Ready’ project is poised to capitalize on the increasing demand for digital investment platforms. By fostering a transparent and user-friendly environment, Halo Investing ensures accessibility and success for all participants.

Benefits for Stakeholders

For Entrepreneurs and SMEs

Simplified Funding Process: Easily connect with suitable investors and secure essential funding to launch or scale businesses.
Access to Tax-Advantaged Schemes: Utilize SEIS and EIS to attract investors by offering tax relief on their investments.

For Investors

Diverse Investment Opportunities: Explore high-risk, high-reward opportunities with the added security of protective investments.
Efficient Portfolio Management: Utilize Halo’s investor dashboard to monitor and optimize investment performance effectively.

Unique Selling Propositions

Commission-Free Model: Enjoy a transparent fee structure with no hidden costs for both entrepreneurs and investors.
Comprehensive Support System: Benefit from tailored educational resources and ongoing support to make informed investment decisions.
Robust Tools and Analytics: Leverage intuitive research, analysis, and reporting tools to confidently incorporate Structured Notes into client portfolios.

Conclusion

Halo Investing redefines the landscape of protective investments with its innovative investment platform, offering unparalleled customization, robust support systems, and a seamless user experience. Whether you’re an entrepreneur seeking funding or an investor looking for strategic opportunities, Halo Investing provides the tools and connections necessary for sustainable financial growth and success.

Ready to take your investment journey to the next level? Discover more with Oriel Investment Partnership.