This offering provides third-party financial professionals and institutions access to many of the same strategies that NewEdge Wealth uses for ultra-high net worth clients.

NewEdge is building on its existing relationship with Halo Investing, a platform focused on protective investments; Halo Investing will act as NewEdge’s distribution partner on both Envestnet and SMArtX.

“The expanded access to our Structured Note Strategies platform allows advisors and institutions outside of our own to leverage the expertise and data-informed approach NewEdge Wealth uses to deliver best-in-class wealth management services to our ultra-high net worth clients,” Rob Sechan, managing partner of NewEdge Capital Group and CEO and co-founder of NewEdge Wealth, said. 

NewEdge Structured Note Strategies offers two distinct solutions: the Structured Note Income Portfolio and the Structured Note Advisory Portfolio . 

NewEdge Investment Solutions, a division of NewEdge Wealth, is a Global Investment Performance Standards compliant firm. Since its inception in late 2023, the division has expanded, overseeing 11 investment strategies and $4.1 billion in AuM.