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Discover how we seek to engineer better outcomes for advisors and their clients.

Define Your Result Targets

Know the growth parameters, protection levels, and income targets before you invest.

Access 300+ Engineered Solutions

From downside protection to income generation or enhanced upside and more—find the right strategy for a broad array of portfolio needs

Scale You Can Trust

^*$50B built on our derivatives expertise and 13 years of delivering as designed*

Master the Power of Derivatives

Discover how to deliver more certainty to build stronger portfolios.

*As of June 30, 2025. $43.2B assets under management, $7.9B non-discretionary assets under supervision.

The power of derivatives, simplified

Build more certainty into portfolios with defined outcomes.

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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.

Target outcome strategies seek to provide return attribute characteristics that are distinct from traditional strategies. There is no guarantee that the outcomes for an outcome period will be realized or that the strategy will achieve its investment objective.

Derivative Securities Risk. Certain of Vest's strategies involve investment in derivative securities. These financial instruments derive their performance from the performance of an underlying asset or index and can be volatile. A strategy could experience a loss if derivatives do not perform as anticipated, or are not correlated with the performance of other investments which are used to hedge, or if the strategy is unable to liquidate a position because of an illiquid secondary market.

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.

Vest communications and communications emanating from its social media community are for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any financial instrument, or as an official confirmation of any transaction or an advertisement of investment advisory services. The Vest website provides its users links to social media sites and email. The linked social media and email messages are pre-populated. However, these messages can be deleted or edited by Vest users, who are under no obligation to send any pre-populated messages. All market prices, data and other information available through Vest are not warranted as to completeness or accuracy and are subject to change without notice. Any comments or statements made herein do not reflect the views of Vest Group Inc. or any of its subsidiaries or affiliates.

FLEX Options Risk. Certain of Vest's strategies bear the risk that the Options Clearing Corporation (OCC) will be unable or unwilling to perform its obligations under the FLEX Options contracts. Additionally, FLEX Options may be less liquid. Furthermore, the values of Flex Options do not increase or decrease at the same rate as the reference asset, or their underlying securities.