CM
Christopher Mortimer
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Work Experience
Aug 2015 - Jan 2024 · 8 years and 5 months
Senior Vice President
Jun 2017 - Jan 2024 · 6 years and 7 months
Regional Vice President
Aug 2015 - May 2017 · 1 years and 9 months
Regional Sales Consultant
Nov 2011 - Jul 2015 · 3 years and 8 months
Company Details
11-50 Employees
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. Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, 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 Vest’s flagship Buffer Protect Strategy. Today, Vest manages $33.9 Billion assets and supervises $6.1 Billion of non-discretionary assets in Target Outcome Investments*.  To explore the evolution of Target Outcome Investments, visit vestfin.com/about-us#company *As of September 30, 2024.
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services, Investment Management
HQ Location
8350 Broad Street Suite 240 McLean, Virginia 22102-5150, US
Keywords
Protective InvestmentsOutcome Driven InvestingStructured ProductsInvestment AdvisoryTarget Outcome InvestmentsOptionsFintechmutual fundsmanaged accountscovered call writing
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