Vest Financial

Vest Financial is an investment firm that builds defined outcome investment products using derivatives, seeking to give portfolios more predictable growth, protection, income, or financing outcomes. Founded in 2012 with Y Combinator backing, the firm launched its first Buffer Fund in 2016 and reports $76B+ in assets under management and supervision across 300+ products.

Its Target Outcome Investments® include Target Buffer®, which seeks market gains while buffering losses to a defined level; Target Growth, which seeks amplified upside above a deductible threshold; Target Income, which monetizes risk through derivatives as an alternative to fixed income; and Target Financing™, which lets investors borrow against their portfolio without liquidating assets. The firm also offers the Vest Bitcoin Strategy Managed Volatility Fund (BTCVX), a mutual fund using Bitcoin Futures and options with a Managed Volatility Strategy that adjusts exposure based on volatility. Products are available in various wrappers, including ETFs, mutual funds, and ETF models for advisor access.