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Our platform offers managed portfolios that may incorporate investment strategies and models developed by third-party investment managers. These third-party managers may (i) directly manage your portfolio or (ii) provide model portfolios which we implement, monitor, and adjust on your behalf.
We conduct due diligence on all third-party managers prior to their inclusion on our platform and continue to monitor their performance and suitability on an ongoing basis. However, it is important to understand that past performance is not indicative of future results, and all investments carry risk, including the risk of loss.
You are not charged any separate or additional fees directly by the third-party manager. However, a portion of your overall advisory fee may be shared between our firm and the third-party provider as part of a revenue-sharing arrangement. These compensation structures, including any potential conflicts of interest, are fully disclosed in our regulatory filings.
Due to platform economics or revenue-sharing agreements, we may have a financial incentive to promote or feature certain third-party strategies. We seek to mitigate such conflicts through internal oversight, objective review processes, and adherence to our fiduciary duty to act in your best interest.
For comprehensive information regarding fees, compensation arrangements, and potential conflicts of interest, please refer to our Form ADV Part 2A Brochure and Customer Relationship Summary (Form CRS), available on https://vestedfinance.com/legal.