Engineering Investment Outcomes
Assets in Target Outcome Investments®
Products with engineered precision
Years pioneering the defined outcome category
Philosophy and a proven track record of delivery
*As of July 6, 2026 $56.6B assets under management, $13.8B non-discretionary assets under supervision.
Strategies that seek to deliver more certainty to modern portfolios
Our Target Outcome Investments® seek to unlock the benefits of derivatives—turning market uncertainty into more portfolio clarity and precision. With a proven track record spanning over a decade, we engineer strategies designed to deliver what they target.
Our Featured Strategies:
Target Buffer®
Seeks to participate in market gains while buffering losses up to a defined level—helping investors stay the course through volatility.
Learn moreHere’s an example of the outcomes the strategy would seek over the outcome period under different scenarios for returns of the reference asset with an Upside Cap of 12% and a Buffer of 10%.
Target Growth
Seeks to amplify market upside above a specified deductible threshold with unlimited growth potential—without enhancing your downside risk.
Learn more
Target Income
Seeks to deliver consistent income from any tradable asset by monetizing risk through derivatives—an alternative to fixed income.
Learn moreHere's an example of how the strategy would work using a simple basket of stocks, selling calls monthly. Target Income Strategies® are available on a variety of underlying asset classes with varying frequency of call writing and income distribution.
Target Financing™
Seeks to provide investors with an alternative way to access capital – without selling assets or compromising their investment strategy.
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Simple Onboarding Process
Borrowing through the options market bypasses the need for traditional loan applications or approvals.
Portfolio-Based Borrowing
Use your existing portfolio as collateral, avoiding the need to liquidate assets and trigger tax events upfront.
Competitive Rates
Borrow at attractive rates compared to traditional loans or margin.
Fixed Terms
No surprises, no hikes.
Use it your way
Usage flexibility. Fund a large purchase, seize a market opportunity, or more.
Target Buffer®
Seeks to participate in market gains while buffering losses up to a defined level—helping investors stay the course through volatility.
Learn more
Target Growth
Seeks to amplify market upside above a specified deductible threshold with unlimited growth potential—without enhancing your downside risk.
Learn more
Target Income
Seeks to deliver consistent income from any tradable asset by monetizing risk through derivatives—an alternative to fixed income.
Learn more
Target Financing™
Seeks to provide investors with an alternative way to access capital – without selling assets or compromising their investment strategy.
Learn moreTargeting Growth with Built-In Protection
Here’s an example of the outcomes the strategy would seek over the outcome period under different scenarios for returns of the reference asset with an Upside Cap of 12% and a Buffer of 10%.
Built for outcomes
Engineered Precision
Define growth parameters, protection buffers, and income targets upfront. Know your targeted outcomes before you invest.
Outcomes that Seek to Deliver
Every product seeks to provide the outcome that it’s designed to produce and offer the additional certainty that comes from defined parameters.
Derivatives Made Simple
Sophisticated strategies packaged into accessible investment products; available in various wrappers so you can choose what works for you and your clients.
Portfolios Built to Bend, Not Break
Build resilient portfolios that adapt to various market environments whether you need growth, protection, or income.
Research & Insights
On Care, Constraint, and the Responsibility of Design
Trace the lessons from Vest's founding story, from the trading floors of Wall Street to the startup culture of Silicon Valley, and why the future of investing requires both worlds.
Trace the evolution of derivative-based investment products from institutional tools to mainstream retail solutions, chronicling Karan Sood's journey to co-founding Vest.
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.
Samuel Moore examines Bitcoin’s past performance after hitting new highs, and shares how a volatility management strategy can give investors potential exposure to Bitcoin’s upside while seeking to mitigate downside risk.
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.
Target Income Strategies give investors an alternative 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.
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.
We explore the volatility/time horizon connection that can be critical to constructing downside-risk strategies.
Learn how Target Outcome Investments are designed to deliver specific outcomes with a high degree of certainty.
Learn how a new S&P Dividend Aristocrats strategy seeks to add a level of targeted income to dividend grower stocks with Vest’s Karan Sood and S&P Dow Jones Indices’ Shaun Wurzbach and Vinit Srivastava.
