Halo Investment Services, LLC

Overview

Halo Investment Services, LLC is an SEC-registered limited liability company that functions as an institutional registered investment adviser and a capital allocator. The firm is registered with the SEC in 2023 and operates under a percentage-of-assets fee model. Its business activities include acting as a registered representative of a broker-dealer and advising through selection of other advisers, indicating a model that outsources or allocates client capital to third‑party managers rather than functioning solely as direct portfolio manager. The firm is identified as a related adviser and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices