GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced a new partnership with Halo Investing, an award-winning platform for protective investments. As a result, GeoWealth delivers a new-to-market capability, offering customizable structured note portfolios as a component of a Unified Managed Account (UMA). With access to Halo’s easy-to-use structured notes tool, Registered Investment Advisors (RIAs) can more efficiently deploy and manage structured note exposure to client portfolios and model programs.
“GeoWealth is squarely focused on providing RIAs new tools and product choice in constructing and maintaining model portfolios on behalf of their clients. This partnership with Halo is another step forward in our mission of creating the UMAs of the future,” said Colin Falls, President and CEO at GeoWealth. “We believe advisors are looking for increasingly diverse solutions to meet the goals of their clients. Partnering with Halo and leveraging their protective investment solutions allows GeoWealth users more flexibility in customizing models at scale. We’re thrilled two Chicago-based companies can align for the betterment of the RIA community.”
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“Halo is on a mission to close what we call ‘The Risk Management Gap’ – the difference that we’ve seen between institutions and retail investors in their ability to reduce risk, add diversification, and improve their overall risk-adjusted performance, which can lead to better outcomes,” said Matt Radgowski, Chief Executive Officer at Halo. “We foresee a rising demand for structured notes and hedged equity strategies in the years ahead, and by joining forces with GeoWealth, we are equipping RIAs with tools and capabilities to stay ahead of this growing market trend by incorporating notes into models.”
RIAs that take advantage of this partnership and incorporate structured notes into UMAs will be able to view, report and bill at the individual sleeve level, made possible by GeoWealth’s proprietary sub-accounting software.
SOURCE: Businesswire