Model Portfolios
Comprehensive solutions to grow, preserve and transition wealth, with confidence.
Our Model Portfolios are crafted to cater to diverse needs, ensuring every client finds a match aligned with their unique financial goals and risk preferences.
Vesta Growth Model Portfolio
Investors with a long time horizon and a high capacity for investment risk enjoy access to our Growth Model Portfolio, structured for maximum capital appreciation. This Model Portfolio leverages a concentrated allocation to our innovative institutional investment mandates and our proprietary diversifier, while actively responding to multi-factor public market analytics with a dynamic approach that allocates capital opportunistically.
Vesta Balanced Growth Model Portfolio
Investors seeking growth with moderate risk capacity, who have limited liquidity requirements over the medium to long-term, find added stability in our Balanced Growth Model Portfolio. This Model Portfolio seeks capital appreciation through participation in innovative institutional investments, while balancing future liquidity needs with traditional public market assets.
Vesta Balanced Model Portfolio
The objective of the Balanced Model Portfolio is to provide income-oriented investors with improved yield and growth potential through measured participation in innovative institutional investments, while addressing medium-term liquidity requirements with traditional publicly traded fixed income and equity securities.
Vesta Conservative Model Portfolio
The objective of the Conservative Model Portfolio is to optimize yield, while addressing short and medium-term liquidity requirements. With an emphasis on preservation of capital, this Model Portfolio provides risk-averse income-oriented investors with improved yield from innovative institutional assets and liquid public market securities.
.jpg)
