General Overview
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 ...
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 ...
I invested in Vests earlier. What happens to my investments now under Managed Portfolios?
Your investments have been seamlessly transitioned into Managed Portfolios. The holdings and allocations remain the same. The only difference is the branding and the introduction of a clear AUM-based advisory fee structure, which is disclosed for ...
What is the difference between Managed Portfolios and Mutual Funds?
Managed Portfolios are often compared to Mutual Funds because both allow investors to access a diversified collection of securities. However, there are several key differences: Transparency and ownership: With Managed Portfolios, you directly own the ...
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 ...