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Target Buffer®
Target Growth
Target Income
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Target Income
Target Growth

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Mutual Funds

Target 10% Buffer
Target 20% Buffer
Target Income
Target Bitcoin Volatility

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Synthetic Borrow®

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Target 10% Buffer
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Target Buffer® Target Growth Target Income Target Financing™
ETFs Target Buffer® Target Income Target Growth
UITs
Target Outcome® Target Income Mutual Funds Target 10% Buffer Target 20% Buffer Target Income Target Bitcoin Volatility
Financing
Synthetic Borrow®
Retirement Funds
Retirement Solutions Target 10% Buffer Target 20% Buffer Target Conservative 20 Buffer Target Moderate 40 Buffer
Closed-end Funds
Hedged Equity Income Target Return Income
Target Buffer® Strategy Caps Target Buffer® Strategy Intraperiod Pricing Tool Target Buffer® Strategy Scenario Analyzer
Our Firm Insights Field Notes Careers We're hiring

Let’s Talk Outcomes

Same

commitment team commitment leadership mission Same team, Same commitment, Same leadership, Same mission.

Cboe Vest is now Vest

On January 2, 2024, our firm was renamed Vest Financial LLC, and all of the funds and accounts that we manage were similarly renamed. Our social media handles, and website and email domain have changed accordingly.

While our name may be new, our team, leadership, commitment to our partners and investors, and our mission to bring more certainty to investment outcomes are unchanged. Everything you have come to know and expect from us remains the same.

The power of derivatives, simplified

Build more certainty into portfolios with defined outcomes.

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Strategies

Target Buffer® Target Growth Target Income Target Financing™

Products

ETFs

Target Buffer® Target Income Target Growth

UITs

Target Outcome® Target Income

Mutual Funds

Target 10% Buffer Target 20% Buffer Target Income Target Bitcoin Volatility

Financing

Synthetic Borrow®

Retirement Funds

Retirement Solutions Target 10% Buffer Target 20% Buffer Target Conservative 20 Buffer Target Moderate 40 Buffer

Closed-end Funds

Hedged Equity Income Target Return Income

Tools

Target Buffer® Strategy Caps Target Buffer® Strategy Intraperiod Pricing Tool Target Buffer® Strategy Scenario Analyzer

Company

Our Firm Insights Field Notes Stories Careers

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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Form ADV and Vest Financial Relationship Summary (Form CRS)

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.