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Special Occasions

www.specialo.com

 
Special Occasions is a Lancaster, PA-based company in the Business Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

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Vest

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 Vests flagship Buffer Protect Strategy. Today, Vest manages $26.0 Billion assets and supervises $4.5 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 March 31, 2024.