Cboe Vest is

the pioneer

Cboe Vest is

the creator

The inventor of

Target Outcome Investments

Our Company

Dedicated to bringing more certainty to investors

Most investments today target speculative returns, with uncertain levels of risk, over an uncertain period. While opportunistic, this approach to investing brings a degree of uncertainty. Cboe Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, Cboe Vest created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. These leading-edge investments were first introduced to the market in 2013 with Cboe Vest’s flagship Buffer Protect Strategy.

 

Today, Target Outcome Investments are available as mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), collective investment trusts (CITs), and customizable managed accounts / sub-advisory services. Target Outcome Investments seek to provide investors with targeted protection, enhanced returns, or income, with a level of predictability unattainable with most other investments available today. 

A track record of true innovation

Explore how Cboe Vest is revolutionizing investing.

Our Leadership Team

Renowned experts in Target Outcome Investing

Karan Sood

Karan Sood

CEO & Managing Director, Head of Product Development

Steve Neamtz

Steve Neamtz

President & Managing Director, Head of Strategic Business Development

Jeff Chang

Jeff Chang

COO & Managing Director, Head of Product Management

Linda Werner

Linda Werner

CMO & Managing Director, Head of Marketing

Joanne Hill

Joanne Hill

Chief Advisor of Research

Howard Rubin

Howard Rubin

Managing Director, Head of Portfolio Management

Jack Delaney

Jack Delaney

Chief Compliance Officer, Senior Counsel

Michael Capizzi

Michael Capizzi

Senior Vice President, Business Development

Christopher Mortimer

Christopher Mortimer

Senior Vice President, Business Development

Trevor Lack

Trevor Lack

Senior Vice President, Portfolio Management

Christopher Lee

Christopher Lee

Senior Vice President, Product Management

Tao Han

Tao Han

Senior Vice President of Product Development

Featured In*

latest news

Cboe Vest Gold Target Income Tracker Hits the Market

March 11, 2021

Cboe Vest S&P 500(R) Enhanced Growth Strategy Fund (Ticker: ENGIX), the First Index-Based Fund Targeting Enhanced Growth, Wins 2021 Refinitiv Lipper Fund Award

March 11, 2021
more news