Vise Long Short Strategy | Next-Generation Direct Indexing

VISE INVESTMENT STRATEGIES

Designed to enhance returns and unlock tax savings in any market environment

Introducing Vise Long Short, a breakthrough strategy that goes beyond traditional direct indexing and is designed to put institutional-level investing power in the hands of every advisor.

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Long short: the next generation of direct indexing

Relentless loss harvesting

Short positions create losses even in rising markets, while long positions generate losses in down markets. It's tax efficiency that never sleeps.

Designed to deliver superior after-tax returns

The combination of alpha generation and consistent loss harvesting may dramatically improve the dollars your clients actually keep.

Built around your views

The portfolio is systematically managed to deliver the characteristics and risk and return profile of your personalized model that stays at the center of the process.

When long isn't enough: client challenges Vise Long Short was built to solve.

Diversify concentrated positions tax-efficiently

Unlock gains from seasoned portfolios

Reinvigorate stalled long only harvesting strategies

Mitigate tax consequences of significant liquidity events

How Vise unlocks opportunity in any market condition

Start with your core portfolio

Whether it's a broad market benchmark or a bespoke model you've personalized on Vise, we build around what matters most to you.

Go long and short

We buy stocks we expect to outperform and short those we expect to lag—creating opportunities on both sides.

Optimize and harvest

We continuously rebalance positions to capture gains, harvest losses, and enhance after-tax returns.

Supercharged tax-loss harvesting with long and short extensions

Based on historical simulations, Vise Long Short consistently harvests tax losses faster than a traditional direct indexing strategy.

Super-charged tax loss harvesting

See how Vise's Long-Short strategy may harvest up to 5.9x more in losses compared to long-only direct indexing*

Current Portfolio Value

$500,000

Time Horizon

Leverage

Vise Long Short

Long Only

In 10 years, Vise could tax-loss harvest

which is 0 more
than Vise direct-indexing

Tax efficiency that never sleeps

Learn more about Vise Long Short to help your clients get the most out of every market move.

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*Disclosures: Based on Vise simulations from 06/2005 to 06/2025. The Initial Invested Capital Harvested averages are based on 10-year rolling period simulations of an account incepted with cash and no additional inflows. Each simulation covers a 10-year period (2005-2015, 2006-2016, etc.). Actual portfolio behavior may vary from these historical simulations.

Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. 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. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.

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 appear within the product. Third-party trademarks and service marks referenced are the property of their respective owners.

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