Vesto Advisors, LLC

Vesto Advisors, LLC, established in February 2023, is a New York-based firm specializing in providing investment advisory and portfolio management services to small and medium-sized businesses. The firm's primary goals are optimizing near to medium-term liquidity and achieving returns on idle assets. Vesto offers discretionary portfolio management services through a wrap-fee program, where clients pay a single fee covering money management fees, transaction costs, sub-advisor fees, and custodial/administrative costs. Clients grant Vesto discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval for each transaction. Vesto utilizes various investment strategies, including charting analysis, technical analysis, fundamental analysis, cyclical analysis, modern portfolio theory, long-term and short-term purchases. The firm's fee structure is asset-based, with fees ranging from 0.50% to negotiable based on assets under management. Clients can withdraw assets with notice, and fees are deducted directly from client accounts. Vesto does not accept performance-based fees or engage in side-by-side management. The firm reviews client accounts quarterly and provides continuous access to account information via the Vesto Platform. Vesto does not have any disciplinary disclosures and does not engage in other financial industry activities or affiliations. The firm has a code of ethics in place to prevent prohibited acts and conflicts of interest. Vesto may pay referral fees to clients who introduce new clients to the platform. The firm does not aggregate trades, and in the event of a trade error, corrective actions are taken to restore the account. Vesto does not determine class action lawsuits eligibility for clients or initiate litigation on their behalf. The firm has no financial impairments and has not filed for bankruptcy in the past ten years.