With the pace of innovation in financial services, today’s advisors have an array of tools at their fingertips. But using those tools in the right way to manage a client’s portfolio can be daunting. They’re looking for positive outcomes, manageable costs, and minimized risk.   

For Matt Radgowski, COO of Halo Investing, helping advisors and investors achieve their goals through the development of pioneering solutions is what drives him. And powerful outcomes require powerful tools. “What keeps me up at night is the pace of innovation outpacing the ability to harness it,” he says.

In a chat with Beacon Strategies’ Managing Director Chip Kispert on a recent Beacon Flash podcast episode, Matt talks about how aligning outcomes is key to guarding investments, including what Halo has termed “protective investing.”

That protection is what both advisors and investors are looking for.

Solution providers and advisors are constantly on a journey to generate returns within client portfolios while including an element of downside risk mitigation, “Whether that's protecting against downward market movements and volatility, or securing of income,” Matt shares.

He talks about how the advisor/investor relationship is shifting, with an increasing focus on questioning the process – What impact are we looking to make with this investment? What outcome are we driving towards? How can investors actually personalize investments? How can they make a portfolio really reflect who they are?

Today’s advisory landscape has the framework and the technology that enables advisors to achieve more. Take Halo, creating an environment in which the advisor gets the best experience in terms of product features. As Matt explains, “The best protection, the best income, the best growth opportunity, at the lowest cost.”

Overview
Investing (02:18)
Product Evolution (10:57)
Technology (15:10)

Resources
Matt Radgowski's LinkedIn
Halo's Website
Chip Kispert's LinkedIn
Beacon Strategies' Website