Product Description
About this Product
Halo is a marketplace connecting investors to protective investments:
- Structured Notes
- Buffered ETFs
- Annuities
About Halo Investing
Halo 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 a whole suite of tools allowing them to customize, analyze, execute, and manage protective investments tailored to their portfolios’ needs. Halo believes in transparent, democratized access to structured notes and other protective investing solutions—all made possible through technology.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.