How Do Managed Portfolios Work? | Vested

How does a Managed Portfolio work?

When you invest in a Managed Portfolio, the securities are purchased directly into your brokerage account in the same proportion as the portfolio’s allocation. Over time, these allocations may drift as prices change. Our research team monitors this and, when necessary, recommends rebalancing to bring the portfolio back in line with its stated strategy.


There are two main types of Managed Portfolios:


Core 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


Thematic Managed Portfolios: These 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.


Each Managed Portfolio has an advisory fee based on AUM. This fee compensates for the ongoing research, monitoring, and periodic updates. Details on the specific fee for each portfolio can be found here.


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