Strategies
Products
Tools
Company

Let’s Talk Outcomes

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

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

Blog

5 Ways to Protect Yourself From Wall Street Volatility

January 20, 2016

Vest: Structured protective outcomes can now be delivered to a larger set of investors

October 8, 2015

Protected Investments: Q&A with Vest Financial

September 10, 2015

A New Online Platform to Limit Investment Losses

August 25, 2015

Vest: Automation Meets Options In New RIA

August 18, 2015

A Y Combinator-backed startup is trying to solve Wall Street’s millennial problem

August 17, 2015

The power of derivatives, simplified

Build more certainty into portfolios with defined outcomes.

Let’s connect

Proceed No, stay on this page

For Professional Use Only

You are about to leave The Vest advisor site and are being redirected to Alta Trust's site

The materials on this portion of Alta's website are directed at persons having professional experience related to investments who use such materials in their role as a fiduciary to an investment client, and are not intended, and shall not be used, by individuals without the assistance of such investment professional. By checking the box, you represent and warrant that you are a financial professional with professional experience related to investments. Individuals who are not experienced financial services professionals as described above are encouraged to seek individual advice from their personal, financial, legal, tax and other appropriate advisers before making any investment or financial decisions or purchasing any financial securities or investment related service or product, including any financial securities or investment related service described in these materials.

I attest that I am a financial services professional. CONTINUE

For Institutional Investors Only

This document is intended only for persons with professional investment experience (i.e., institutional investors such as financial advisors). These are not intended for, and should not be used by, individual investors without the involvement of such financial professional. By checking the box, you represent and warrant that you are an institutional investor with sufficient knowledge and experience to understand the nature of this material. If you are not, you should instead seek advice from your personal, financial, legal, tax and other appropriate advisors.

I confirm that I am an institutional investor. Download

For Financial Professionals Only

Thank you! We've received your submission, and someone from our team will follow up within 1-2 business days. In the meantime, follow us on LinkedIn for insights and updates.

8350 Broad St.
Suite 240 McLean, VA 22102

(855) 979-6060 contact@vestfin.com

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.

By using this website, you accept Terms of Use and Privacy Policy

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.

Manage Consent

To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.

Functional Functional Always active

The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.

Preferences Preferences

The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.

Statistics Statistics

The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.

Marketing Marketing

The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.

Manage options
Manage services
Manage {vendor_count} vendors
Read more about these purposes

View preferences

{title}
{title}
{title}