CBOE Vest is changing the way you invest through our Target Outcome Investments. We empower financial advisors and investors through unique investments that let you define both your risks and your returns.

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CBOE Vest

Invest with

goal-based precision

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confidence

Invest with

more certainty

Find Your
CBOE Vest Fit

Simply answer a couple of questions to discover an
investment strategy tailored to your needs.

Find Your
CBOE Vest Fit

Simply answer a couple of questions to discover an
investment strategy tailored to your needs.

Find Your
CBOE Vest Fit

Simply answer a couple of questions to discover an
investment strategy tailored to your needs.

Find Your
CBOE Vest Fit

Simply answer a couple of questions to discover an
investment strategy tailored to your needs.

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We recommend:

a protection-oriented mutual fund

The protection-oriented mutual fund is a CBOE Vest-packaged investment that seeks to protect against some downside losses in the S&P 500 Index while still participating in potential upside growth.

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We recommend:

a buffer protection managed account

A buffer protection managed account strategy is a custom strategy built and managed by CBOE Vest directly in the client’s account that seeks to protect against some downside losses in the S&P 500 Index while still participating in potential upside growth.

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For Income & Growth, we recommend:

a mutual fund that generates income from stocks that consistently grow their dividends

The mutual fund that offers the possibility of income and growth is a CBOE Vest-packaged investment built on the S&P 500 that seeks to generate income of 3.5% over the annual dividend of the S&P 500 Index while generating price returns that are proportional to the price returns of the S&P 500 Index.


For a Fixed-Income Alternative, non-correlated to bond and equity markets, we recommend:

a mutual fund that generates income from selling options

The mutual fund that seeks to consistently generate market-neutral income is a CBOE Vest-packaged investment that seeks to make monthly distributions at an approximate annual rate of 6.5% over the One-Month Treasury Yield, before fees and expenses, while seeking to preserve capital over the long-term.

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We recommend:

an income distribution managed account

An income distribution managed account strategy is a custom strategy built and managed by CBOE Vest directly in the client’s account that seeks to generate consistent periodic distributions while preserving capital over the long term.

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For Enhanced Returns in a Moderately Bullish Environment, we recommend:

a mutual fund that increases upside opportunity by strategically expanding market exposure

The mutual fund that provides enhanced returns is a CBOE Vest-packaged investment built on the S&P 500 that seeks to increase upside opportunity by strategically expanding market exposure. Like our managed accounts, we build and manage our mutual funds to reflect and support your financial goals.


For Income & Growth, we recommend:

a mutual fund that generates income from stocks that consistently grow their dividends

The mutual fund that offers the possibility of income and growth is a CBOE Vest-packaged investment built on the S&P 500 that seeks to generate income of 3.5% over the annual dividend of the S&P 500 Index while generating price returns that are proportional to the price returns of the S&P 500 Index.

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We recommend:

an enhanced growth managed account

An enhanced growth managed account strategy is a custom strategy built and managed by CBOE Vest directly in the client’s account that seeks to increase upside opportunity by strategically expanding market exposure.

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We recommend:

a buffer protection technology solution

Hedge exposure to the market while maintaining opportunity for growth by building goal-based investments to your specifications on the CBOE Vest Technology digital interface. In addition to the digital interface, we also build and manage mutual funds and managed accounts to support your financial goals.

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We recommend:

an income distribution technology solution

Generate ongoing payments and control market exposure by building goal-based investments to your specifications on the CBOE Vest Technology digital interface. In addition to the digital interface, we also build and manage mutual funds and managed accounts to support your financial goals.

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We recommend:

an enhanced growth technology solution

Increase upside opportunity by strategically expanding market exposure to your specifications on the CBOE Vest Technology digital interface. In addition to the digital interface, we also build and manage mutual funds and offer managed accounts to support your financial goals.

Why CBOE Vest is Right for You

Why leave the future to chance?

Target Outcome Investments seek to provide a level of contractual certainty unattainable in other investment models, and are designed by our team of experts. We’ve partnered with the Chicago Board Options Exchange (CBOE) — the world’s largest options exchange — to bring you our unique suite of products and technology.

How We Do It

Reengineering Investing

Our Target Outcome Investments use strategies once limited to large financial institutions to flip the traditional investing process on its head. Instead of choosing the building blocks of an investment first, we start out with investors’ goals and build backwards to the specific investment package.

CBOE Vest and Your Business

Differentiate yourself

CBOE Vest lets financial advisors offer their clients a new level of investment certainty without taking on the complexity of building their own Target Outcome Investments. We specialize in the details, so financial advisors can focus on what counts: serving clients' broader financial goals and needs.

Our Strategies

Protection

Hedge exposure to the market while maintaining opportunity for growth.

Protection: Protect & Participate

Losses can happen more often than expected and it can take a long time to recover. Stock and other investment markets are severely affected by events that are rare and difficult to predict. The Buffer Protect Strategy seeks to provide a buffer of protection against downside losses in the Reference Index over a set period of time, while still providing the opportunity for growth to a predetermined cap.

Income

Generate ongoing payments and control market exposure.

Income: Defend & Distribute

Traditional sources of income may struggle to deliver significant yield and typically reduce in price when interest rates rise. The Defined Distribution Strategy seeks to generate premium income from options and issue monthly distributions of 6.50% annualized over the One-Month Treasury Yield, before fees and expenses, while preserving capital if the Reference Index is between an Upper and Lower Bound of a predefined range.

Growth

Increase upside opportunity by strategically expanding market exposure.

Growth: Enhance & Enrich

Enhance some of the gains without increasing the risk of downside losses. Conventional strategies to enhance upside returns may also lead to enhanced downside losses. The Enhanced Growth Strategy seeks to target returns that, over a set period of time, provides two-to-one enhanced returns on the price appreciation of the Reference Index up to a capped level, while providing one-to-one exposure to any losses from price depreciation.

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Income & Growth

Generate a higher level of current income while maintaining the opportunity for price appreciation

Income & Growth: Royalties & Returns

Stocks with a consistent track record of increasing dividend payments each year can be sound growth investments. The Target Income Partial Overwrite Strategy seeks to add a level of income to dividend growth stocks by trading some of the uncertain future growth opportunity of the stock for assured current income. This is achieved by repeatedly writing short-term call options on a small part of the stock holding. By combining premiums collected from the sale of options with the dividend income of the stocks, investors will increase their total income while still participating in the majority of the growth potential from price appreciation of the stock.

Protection: Protect & Participate

Losses can happen more often than expected and it can take a long time to recover. Stock and other investment markets are severely affected by events that are rare and difficult to predict. The Buffer Protect Strategy seeks to provide a buffer of protection against downside losses in the Reference Index over a set period of time, while still providing the opportunity for growth to a predetermined cap.

Income: Defend & Distribute

Traditional sources of income may struggle to deliver significant yield and typically reduce in price when interest rates rise. The Defined Distribution Strategy seeks to generate premium income from options and issue monthly distributions of 6.50% annualized over the One-Month Treasury Yield, before fees and expenses, while preserving capital if the Reference Index is between an Upper and Lower Bound of a predefined range.

Growth: Enhance & Enrich

Enhance some of the gains without increasing the risk of downside losses. Conventional strategies to enhance upside returns may also lead to enhanced downside losses. The Enhanced Growth Strategy seeks to target returns that, over a set period of time, provides two-to-one enhanced returns on the price appreciation of the Reference Index up to a capped level, while providing one-to-one exposure to any losses from price depreciation.

Income & Growth: Royalties & Returns

Stocks with a consistent track record of increasing dividend payments each year can be sound growth investments. The Target Income Partial Overwrite Strategy seeks to add a level of income to dividend growth stocks by trading some of the uncertain future growth opportunity of the stock for assured current income. This is achieved by repeatedly writing short-term call options on a small part of the stock holding. By combining premiums collected from the sale of options with the dividend income of the stocks, investors will increase their total income while still participating in the majority of the growth potential from price appreciation of the stock.

Our Products

Mutual Funds

A CBOE Vest-packaged investment built on the S&P 500 to
accommodate the desired strategy.

View Our Funds

Managed Accounts

A custom account built for the desired strategy and traded directly by CBOE
Vest. Our managed accounts are customizable on nearly any market.

Learn More

Technology

We offer access to a digital interface designed to help you build your own
goal-based investments or choose from our prepackaged investment solutions.

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location

1765 Greensboro Station Place
Tower 1, 9th Floor
McLean, VA 22102
(855) 979-6060