Cash Positioning

Vesto Advisors, LLC (“Vesto”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training, or that the SEC has approved of the services of the investment adviser.

*All yield figures cited represent hypothetical performance based on forward-looking assumptions, and do not reflect actual performance achieved by a Vesto Customer in the past. Actual earnings on idle or invested cash are dependent upon a multitude of factors, including but not limited to interest rates, timing of trades, inclusion of earnings, impact of fees, and other factors outside of our control. Any potential earnings on idle cash are also dependent upon each Customer and Potential Customer’s specific situation and circumstances, and that as these change over time, so will the impact on potential earnings on invested cash.

The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Product images shown are for informational and illustrative purposes only, and may not reflect how they will actually appear within the product. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications. Investments in securities are Not FDIC insured, Not Bank Guaranteed, and May Lose Value. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged by Vesto.

The materials and services presented on this Website are directed to Customers and Potential Customers who are small and mid-sized business entities in the United States of America. Vesto does not solicit nor advise retail or foreign investors. Customers mentioned above are not affiliated with Vesto Advisors, LLC, and unless specifically disclosed, do not represent any act of solicitation or testimonial on behalf of Vesto.

For accounts opened on or after 02/21/2024, Brokerage services are provided by Atomic Brokerage, LLC (“Atomic Brokerage”), a registered broker-dealer. Custody and clearing services are provided to Atomic Brokerage by Pershing LLC, a part of the Bank of New York Mellon. Both are members of FINRA and SIPC. For more details about Atomic Brokerage, please see their Form CRS, the Atomic Brokerage General Disclosures, and the Privacy Policy. Check the background of Atomic Brokerage on FINRA’s BrokerCheck. Additional technology services may be provided by AtomicVest, Inc. (“AtomicVest”). Neither Atomic Brokerage nor AtomicVest are banks.

For accounts opened prior to 02/21/2024, Brokerage services are provided by Pershing Advisor Solutions LLC (“PAS”), a part of the Bank of New York Mellon, and a registered broker-dealer. Custody and clearing services are provided by Pershing LLC, a part of the Bank of New York Mellon. Both are members of FINRA and SIPC. Vesto has a sub-advisory relationship with Atomic Invest LLC ("Atomic Invest"), an SEC-registered investment advisor, to enable access to the PAS and Pershing platforms, and to help execute investments on behalf of its customers. Atomic Invest is not a bank.

† SIPC insurance protects against the loss of cash and securities held by a customer at a financially-troubled SIPC-member brokerage firm. The limit of SIPC protection is $500,000, which includes a $250,000 limit for cash. SIPC does not protect against the decline in value of your securities, or losses due to bad or inappropriate investment advice. More information is available on the www.sipc.org. Customers may additionally opt into two additional FDIC sweep products, available through BNY Mellon's partner bank network and through R&T Deposit Solutions, providing $2.5M in extended FDIC insurance each ($5M in total insurance). FDIC coverage through BNY Mellon, member FDIC, protects against the loss of cash deposits held by a customer in the event an FDIC member bank fails. FDIC insurance covers all types of deposits at an insured bank but does not cover investments, even if they were purchased at an insured bank. More information is available on www.fdic.gov.

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