Halo Investing launches Advanced Wealth Solutions, a suite of sophisticated investment capabilities for financial advisors to enhance client relationships.
Advisors now have access to institutional-caliber investment products and strategies like hedging, securities-based lending, and private market opportunities.
The offering aims to help advisors differentiate themselves with personalized investment strategies aligned with each client's unique goals.
Halo's Advanced Wealth Solutions empower advisors to manage equity risk, access liquidity, optimize tax outcomes, and offer exclusive investment opportunities.