Target Outcome Investments created by Vest let you define both your risks, and returns.
Our Strategies
Target Buffer

Target Buffer

Hedge exposure to a targeted range of downside losses while maintaining opportunity for growth.

Target Growth

Target Growth

Seeking to enhance returns by amplifying returns for a targeted upside range.

Target Income

Target Income

Target a specific higher level of income while maintaining the opportunity for price appreciation.

Target Risk

Target Risk

Balance risk across multiple asset classes and smooth out large peaks and troughs to target a preset level of volatility.

Target Downside Protection

Losses can happen more often than expected and it can take a long time to recover. Stock and other investment markets are severely affected by events that are rare and difficult to predict. The Target Buffer Strategy seeks to provide a buffer of protection against downside losses in the reference asset over a set period of time, while still providing the opportunity for growth up to a predetermined cap.

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Target Downside Protection

Our Products

Mutual Funds
Vest advises mutual funds providing access to a range of Target Outcome Strategies
ETFs
Vest advises and sub-advises exchange-traded funds (ETFs) providing access to a range of Target Outcome Strategies
Retirement Funds
Vest advises retirement funds providing access to a range of buffer strategies for 401(k) and other qualified retirement plans.
Insurance Funds
Vest advises insurance funds providing access to a range of buffer strategies available in insurance and annuity products.
UITs
Vest sub-advises unit investment trusts (UITs) providing access to Target Outcome Strategies

Insights & Research

  1. Managing Downside Equity Risk as an Asset Allocation Strategy: A Look Back at Early Institutional Applications
    Educational paper
    Downside protection strategies, once used by institutional investors to hedge equity volatility are now broadly available to investors in vehicles such as exchange-traded funds (ETFs). This paper explains the importance of selecting the appropriate benchmark when incorporating equity risk reduction strategies into an overall portfolio.
  2. Fixed Income isn’t the only income game in town
    Blog
    Target Income Strategies give investors a new way to monetize risk, potentially creating income from any type of tradable, risky investment alternative. That includes high growth, low dividend stocks, and even commodities.
  3. Risk Management 2.0: Looking Beyond Asset Allocation
    For Financial Professionals Only
    lock
    Educational paper
    The paper provides analysis and guidance for practitioners looking to make an allocation to specific buffer strategies and seeking to understand how the risk and return compares to an asset allocation portfolio.
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(855) 979-6060contact@vestfin.com

Solutions

Insurance Retirement

Strategies

Target Buffer Target Growth Target Income Target Risk

Tools

Buffer Protect Strategy Caps Buffer Protect Strategy Intraperiod Pricing Tool Buffer Protect Strategy Scenario Analyzer

Products

ETFs
Target BufferTarget Income Target 2-Year Rate Target 10-Year Rate
Insurance Funds
Target 10% Buffer Target 20% Buffer
Mutual Funds
Target Bitcoin Volatility Target 10% Buffer Target 20% Buffer Target Income
Retirement Funds
Target 10% Buffer Target 20% Buffer Target Conservative 20 Buffer Target Moderate 20 Buffer
UITs

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Vest Financial LLC ("Vest") is registered with the U.S. Securities and Exchange Commission ("SEC") as an Investment Advisor. Registration does not imply a certain level of skill or training. The information on this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where Vest is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

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All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing. Options have specific investor risks. The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. Vest does not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use.

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