Halo Investing has launched Advanced Wealth Solutions — a suite of sophisticated investment capabilities designed to elevate how advisors serve their clients. With Advanced Wealth Solutions, advisors have access to investment products and strategies typically offered by institutional and private bank environments. Halo’s Advanced Wealth Solutions offering provides advisors and their clients with access to hedging and monetization, securities-based lending, secondary and pre-IPO markets, and soon, tailored option portfolios and overlays — capabilities that have traditionally been reserved for institutional channels. With Advanced Wealth Solutions, advisors can leverage strategies to manage concentrated equity risk, access liquidity, optimize tax outcomes, and tap into private market investment opportunities, including private company secondaries and pre-IPO investments. Advisors can also offer flexible credit lines backed by clients’ investment portfolios, providing liquidity without disrupting market exposure. With access to sophisticated strategies and exclusive investment opportunities through Advanced Wealth Solutions, advisors can deliver tailored, results-focused solutions that deepen relationships and drive long-term business growth. Matt Radgowski, CEO of Halo said “With Advanced Wealth Solutions, we’re leveling the playing field by putting institutional-caliber solutions within reach of advisors who want to deliver more for their clientele.”