Halo Investment Services, LLC

Overview

Halo Investment Services, LLC is an institutional registered investment adviser organized as an LLC. The firm is registered with the SEC in 2023. It operates as a capital allocator and delivers advisory services that include the selection of other advisers. The business also has a broker-dealer affiliation and lists registered representative activity among its business functions. Fee arrangements are based on a percentage of assets under management. The firm is identified as a related adviser in its filings and does not present itself as an active ESG investor or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices