Clients are no longer satisfied with a “good enough” 60/40 strategy. They are increasingly seeking strategies designed to reduce volatility, prioritize capital preservation and provide a structured framework for pursuing their long-term financial objectives. Halo’s Asset Allocation Framework can help advisors move a client’s efficient frontier from the traditional portfolio to a portfolio enhanced with structured notes (the “Z-shift”).
This infographic can help discuss:
The Power Of Predictability: Utilizing defined-outcome investing to establish a transparent framework for risk and return, helping clients align market participation with their specific risk tolerance.
The Z-Shift Conversation: Practical, jargon-free language for positioning structured notes as an “alternative to alternatives” and explaining how they may improve risk-adjusted returns without adding unnecessary complexity.
This may provide a blueprint for enhancing core client relationships and supporting organic growth initiatives in 2026.
Vladislav Moldavskiy is the Head of Growth & Marketing at Halo Investing.
This article is published under WSR’s partner program and was not written by WSR’s staff or editors. For more information on how to participate in the partner program, contact zack.drew@wealthsolutionsreport.com. Views expressed are the author’s and do not necessarily reflect the views of WSR.
