Vests Rebranded to Managed Portfolios | Vested

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 within an advisory framework, rather than static baskets of securities.

This change also ensures greater transparency for investors, particularly since each portfolio carries an advisory fee based on Assets Under Management (AUM). The new branding helps investors understand that they are accessing a structured, regulated product under Vested Advisory, which comes with professional oversight, periodic monitoring, and clear fee disclosures.

Your existing investments in Vests will remain unaffected. All holdings have seamlessly transitioned from Vests to Managed Portfolios, and no action is required on your part.

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