?? Welcome to #SchwabIMPACT ?? We're excited to meet you! Stop by Booth 1627 and chat with our team about your clients’ goals. Let’s explore how our Target Outcome and Target Income Investments can help you achieve them. ?? #VestFinancial #TargetOutcome #TargetIncome #BufferETFs #riskmanagement
Vest
金融服务
McLean，Virginia 3,491 位关注者
Leading defined outcome investing, with $40 Billion AUM & non-discretionary assets under supervision (as of 9/30/2024)
关于我们
Most investments today target speculative returns, with uncertain levels of risk, over an uncertain period. While opportunistic, this approach to investing brings a degree of uncertainty. Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, Vest created Target Outcome Investments?, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. These leading-edge investments were first introduced to the market in 2013 with Vest’s flagship Buffer Protect Strategy. Today, Vest manages $33.9 Billion assets and supervises $6.1 Billion of non-discretionary assets in Target Outcome Investments*.? To explore the evolution of Target Outcome Investments, visit vestfin.com/about-us#company *As of September 30, 2024.
- 网站
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https://www.vestfin.com
Vest的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- McLean，Virginia
- 类型
- 私人持股
- 创立
- 2012
- 领域
- Protective Investments、Outcome Driven Investing、Structured Products、Investment Advisory、Target Outcome Investments、Options、Fintech、mutual funds、managed accounts、covered call writing、etf、exchange-traded funds、UITs、VITs、CITs、collective investment trusts和variable insurance trusts
地点
Vest员工
动态
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?? Vest will be in San Francisco for IMPACT?2024 ?? Looking for targeted income, downside protection, growth, volatility management or interest rate hedging solutions? Meet us at Booth 1627 to learn about our Target Outcome and Target Income Investments, designed to bring more certainty to your investment outcomes. See you there! #VestFinancial #TargetOutcome #TargetIncome #BufferETFs #SchwabIMPACT #riskmanagement ?
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Matt McFarland, Senior Vice President, Capital Markets at Vest, will discuss the the impact of the changing interest rate environment on Buffer ETFs at Cboe Global Markets RMC on October 16, from 3:15 - 4 PM. Matt has over 20 years of buy-side, sell-side and exchange experience in the US and Europe, bringing a unique perspective on the topic.??Don't miss the chance to hear from one of the leaders in derivatives-based strategies. #VestFinancial #TargetOutcome #BufferETFs #riskmanagement #RMC #Cboe ?
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?? ?????????? ?????? ???? ?????? ???????????? ??????????????! ?? As we bid farewell to summer, we want to give a huge shout-out to our incredible Product Development interns, Sasha Nelson and Aakash Pany, for their hard work and commitment over the past few months. ?? Sasha, from College of Charleston, and ?? Aakash, from University of Washington, brought fresh ideas, enthusiasm, and a passion for innovation to our team. Their contributions made a real impact, and we're excited to see what the future holds for them! Please join us in congratulating Sasha and Aakash on a job well done! ???? #VestFinancial #Internship #ProductDevelopment #FutureLeaders #Teamwork #FinanceInternship ?#CareerDevelopment ?
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?? Head of Retirement (Remote) ?? Vest is revolutionizing wealth management with over $35 billion assets under management & non-discretionary assets under supervision (as of June 30, 2024). Now, we're seeking an experienced Head of Retirement to lead our expansion into the retirement segment. As the Head of Retirement, you will be responsible for the development and distribution of investment products (including mutual funds and collective investment funds) and investment advisory services (including sub-advisory services) to qualified opportunities such as DC/DB plans, pension plans, cash balance plans and sub-advisory mandates, across all plan size markets, in partnership with all channels of financial intermediaries including banks, wirehouse broker-dealers, regional broker-dealers, registered investment advisors, and consultants. The opportunity also entails building a sub-advisory business with other larger asset managers with distribution in the retirement space. This is a remote role, with the opportunity to work out of headquarters in Northern Virginia, if desired.??Extensive travel is required. Ready to make an impact at a game-changing company? ??Apply: https://lnkd.in/d3F2M2sQ #VestFinancial #Hiring #Retirement #financialservices #TargetOutcome #TargetIncome
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Matt McFarland, SVP, Capital Markets at Vest will be speaking on a panel at Cboe Global Markets RMC Conversations: RIAs on September 11, in Chicago. He'll be discussing the rapid growth of options-based ETFs, the problems they're solving for clients, and how they can be used in portfolios. Matt has 30 years of experience in exchange-traded derivatives and offers a broad and deep perspective to help RIAs understand and evaluate this class of products pioneered by Vest. #VestFinancial #TargetOutcome #TargetIncome #BufferETFs #RIA #riskmanagement #Cboe
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??Jeff Chang, CFA just presented Buffer & Target Income Strategies to a full house at #LPLFocus ?? If you missed it, stop by Booth 2347 and ask Michael J. Capizzi, Kevin Sullivan, Andrew Torok, CFA, Samuel Moore, Spencer Organ, Andrew Moussa Brianna Fessler or Cameron Vona for a recap! #VestFinancial #TargetIncome #TargetOutcome #BufferETFs #riskmanagement #income LPL Financial
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??Advisors at #LPLFocus: Don’t miss Jeff Chang, CFA TODAY at 1 PM in Room 1B.?? He’ll discuss the ins and outs of Buffer Strategies for #riskmanagement, and Target Income Strategies that seek consistent #income with growth. Details: https://lnkd.in/eKSW6EXV #TargetIncome #TargetOutcome #BufferETFs LPL Financial
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?? Welcome to #LPLFocus!?? We're excited to meet you! Stop by Booth 2347 and chat with our team about our innovative Buffer and Target Income Strategies. Let’s explore how we can help you achieve your financial goals. ???? #VestFinancial #BufferETFs #TargetIncome #TargetOutcome #RiskManagement LPL Financial ?
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??Heading to #LPLFocus??? ?? Mark your calendar for Tuesday at 1 PM PT ?? Jeff Chang, CFA will discuss Buffer and Target Income ETFs, in Room 1B. #VestFinancial #riskmanagement #income #BufferETFs #TargetIncome #TargetOutcome LPL Financial
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