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Vests Curated Portfolios for different risk profiles. Dynamic Rebalancing. Research Optimized Allocations. Vest Pricing

Vests

Curated Portfolios for different risk profiles.

Dynamic Rebalancing.

Research Optimized Allocations.

Vests Pricing

Vests are curated portfolios that comprise of stocks and/or ETFs. Vestsare constructed with different goals or themes in mind. Some Vests are built to enable investors to invest into diversified core assets that balance performance and downside protection, while other Vests are theme based, enabling investors to narrowly focus their investments on specific industries or core themes.

Vests

Past Year+154.95%

Bitcoin Vest

Vested
Aggressive
Past Year+52.79%

Moat

Vested
Aggressive
Past Year+27.34%

Digital Cash

Vested
Aggressive
Past Year+19.09%

Multi-Asset Class - Aggressive

Vested
Aggressive
Past Year+17.19%

Multi-Asset Class - Moderate

Vested
Moderate
Past Year+15.17%

SAAS

Vested
Aggressive
Past Year+14.28%

BlackRock Smart Beta

Vested
Aggressive
Past Year+13.11%

Multi-Asset Class - Conservative

Vested
Conservative
Past Year+8.9%

Swensen Portfolio

Vested
Conservative
Past Year+7.85%

Deglobalization Vest

Vested
Aggressive
Past Year+5.34%

All Weather

Vested
Conservative
Past Year+3.69%

Aging Vest

Vested
Aggressive

Third-Party Vests

Past Year-11.82%

99rises Fixed Income

99rises
Moderate
Past Year-17.56%

99rises ZeroCarbon

99rises
Aggressive