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Vests Curated Portfolios for different risk profiles. Dynamic Rebalancing. Research Optimized Allocations.

Vests are curated portfolios that comprise of stocks and/or ETFs. Vests are constructed with different goals or themes in mind. Some Vests are built to enable investors to invest into diversified core assets that balance performance and downside protection, while other Vests are theme based, enabling investors to narrowly focus their investments on specific industries or core themes

SAAS

Aggressive

+66.6%

past year

Recommended for

You believe software as a service companies will generate higher returns.

Assets & Allocations

100% Stocks

(Microsoft, Atlassian, Paypal, Adobe, Dropbox, Shopify, and more)

Moat

Aggressive

+61.69%

past year

Recommended for

You believe businesses with sustainable competitive advantages will generate higher returns.

Assets & Allocations

100% Stocks

(Teledoc, Nvidia, Microsoft, Amazon, Apple, Netflix, Alphabet and more)

All Weather

Conservative

+19.68%

past year

Recommended for

You prefer lower volatility and want to minimize potential large drawdowns during periods of recessions.

Assets & Allocations

27.5111% Stocks

58.2673% Bonds

5.2357% Commodities

8.9861% Gold

Swensen Portfolio

Conservative

+9.26%

past year

Recommended for

You want to enjoy equity growth gains while maintaining downside protection by diversifying.

Assets & Allocations

50.8409% Stocks

31.3134% Bonds

17.8458% Real Estate

BlackRock Smart Beta

Moderate

+6.91%

past year

Recommended for

You want to employ a long term investment that takes advantage of smart beta strategies.

Assets & Allocations

4.6285% Value

12.7775% Quality

2.8886% Momentum

78.499% Min Volatility

1.2064% Size

Digital Cash

Aggressive

+0.58%

past year

Recommended for

You believe that digital payment is the way of the future and you desire to invest in this segment.

Assets & Allocations

100% Stocks

(Visa, Mastercard, Paypal, Square, American Express, and more)

Risk Disclosure

Vested Finance Inc. is an investment adviser in Sunnyvale, California. Vested Finance Inc. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Vested Finance Inc. only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Vested Finance Inc.’s current written disclosure brochure filed with the SEC which discusses among other things, Vested Finance Inc.’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. All investing carries risk. Past performance is not indicative of future returns, which may vary. Investments in stocks and Exchange Traded Funds (“ETFs”) may decline in value. Online trading has inherent risk due to system response and access times that may be affected by various factors, including but not limited to market conditions and system performance. An investor should understand such facts before trading. The risks associated with investing in international securities [including US-listed American Depositary Receipts (“ADRs”) and ETFs that contain non-US securities include, among others, country/political risk relating to the government in the home country; exchange rate risk if the country's currency is devalued; and inflationary/purchasing power risks if the currency of the home country becomes less valuable as the general level of prices for goods and services rises.

Disclaimer

All information placed on this website is for informational purposes only and does not constitute as an offer to sell or buy a security. Further, any information on the website is not intended as investment advice. Certain hyperlinks or referenced websites on the Site, if any, are for your convenience and forward you to third parties’ websites, which generally are recognized by their top level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with Vested Finance Inc. with respect to any linked site or its sponsor, unless expressly stated by Vested Finance Inc.. Any such information, products or sites have not necessarily been reviewed by Vested Finance Inc. and are provided or maintained by third parties over whom Vested Finance Inc. exercise no control. Vested Finance Inc. expressly disclaim any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.

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