Safety, Risk & Suitability
Are Managed Portfolios safe to invest in?
Managed Portfolios are diversified, research-backed baskets of stocks and ETFs. Diversification reduces risk compared to investing in a single security. However, they are still subject to market fluctuations, and returns are not guaranteed. The ...
Which Managed Portfolio is right for me?
Your choice depends on your risk profile and goals. If you want a long-term, risk-adjusted strategy, Core Managed Portfolios (Conservative, Moderate, Aggressive) may be suitable. If you prefer to invest in growth trends, Thematic Managed Portfolios ...
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 ...
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 ...