Are All Portfolios Managed by Vested?

Are all Managed Portfolios created and managed by Vested?

Not all. While most Managed Portfolios are designed and managed by the Vested Finance Inc. research team, some portfolios are powered by third-party advisors or partners. These third-party Managed Portfolios bring additional expertise and unique strategies to the platform, while still being made available through our advisory framework.

Each third-party Managed Portfolio is subject to its own fee structure and disclosures. You can review our disclosure for third-party Managed Portfolios here.

    • Related Articles

    • What are Managed Portfolios on Vested (previously called Vests)?

      Managed Portfolios are professionally curated baskets of US stocks and ETFs designed to help you invest in a theme, strategy, or diversified allocation with ease. Each portfolio is created and actively monitored by Vested’s research team (and in some ...

    • Who manages the Managed Portfolios on Vested?

      Managed Portfolios are powered by Vested Finance Inc., our SEC-registered investment advisory entity. This means that all portfolios are offered under a regulated advisory framework, with fiduciary responsibility to act in the best interests of ...

    • Why did Vests get rebranded to Managed Portfolios?

      The rebranding from Vests to Managed Portfolios was undertaken to better align the product with its underlying value proposition. The term Managed Portfolios communicates that these portfolios are actively monitored, research-backed, and managed ...

    • What are Thematic Managed Portfolios?

      Thematic Managed Portfolios are built around sectors or megatrends such as AI, Cybersecurity, or Deglobalization. These portfolios help you express long-term convictions and capture growth from transformative trends shaping the future. Rather than ...

    • What are Multi-Asset Class (or Core Portfolios) Managed Portfolios?

      Multi-asset managed Portfolios (or Core Portfolios) blend Global Stocks, Bonds, and other assets into low-cost, risk-tailored strategies to balance growth and downside protection for long-term investors. For example, a Moderate Core Portfolio might ...