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Options and Liquidity

Protection, income, and liquidity,
layered onto your client's portfolio

Protection, income, and liquidity, layered onto your client's portfolio

Protection, income, and liquidity,
layered onto your client's portfolio

Each personalized per client and added to the Vise account
they already have, without selling a position. $250,000 minimum.

Each personalized per client and added to the Vise account they already have, without selling a position. $250,000 minimum.

Get Started

Built on what the client already owns

Options and Liquidity layers onto the client's existing Vise portfolio. No need to sell, realize gains or make any other allocation changes.

Starts at $250,000

Available from a $250,000 account minimum, on the client's existing Vise account, with no separate vehicle to open.

Starts at $250,000

Available from a $250,000 account minimum, on the client's existing Vise account, with no separate vehicle to open.

Managed on one platform

Options run on the same optimizer as Direct Indexing, Long Short, and Fixed Income, in the same Vise account.

Managed on one platform

Options run on the same optimizer as Direct Indexing, Long Short, and Fixed Income, in the same Vise account.

Protection, income, and liquidity under one roof

Each customizable and layered onto the portfolio the client already holds.

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Premium collected

Premium Income

Earn income by selling broad-based index call options secured by positions the client already owns, capping some upside. Choose it for a well-diversified portfolio in a sideways market, when the client wants additional income.

Market declineWhat reaches you

Protective Buffer

Set a cushion that absorbs part of a market decline, while the client stays invested. Choose it when the client is worried about market volatility, and re-allocating to de-risk is not an option.

Market declineWhat reaches you

Protective Buffer

Set a cushion that absorbs part of a market decline, while the client stays invested. Choose it when the client is worried about market volatility, and re-allocating to de-risk is not an option.

A variable rateFixed at the tradeMaturity

Box Spread

Borrow against the portfolio at a fixed rate, without selling assets or realizing gains. Choose it when the client has a purchase to fund, selling would realize gains, and the borrowing cost has to be known up front.

How it works

Step 1 of 4

Start with your Vise portfolio.

Begin with the client's existing account and eligible overlay assets.

The account

Eligible overlay assets

Rest of the portfolio

Nothing is sold to put an overlay on.

How it compares to the usual alternatives

Most advisors reach for an off-the-shelf product to do this.
Options and Liquidity is built around the client's own portfolio instead.

Most advisors reach for an off-the-shelf product to do this. Options and Liquidity is built around the client's own portfolio instead.

The usual alternative

The trade-off

A buffered / defined-outcome ETF

One-size-fits-all terms, bought as a separate holding, need to raise funds/realize gains to acquire

Protection or income customized to the client's holdings, tax situation, and horizon — layered on the portfolio they already own

A structured note

Issuer credit risk, limited liquidity, fixed terms

Exchange-listed options, managed daily and personalized per client

A margin loan or SBLOC (for cash)

A variable rate that moves with the market

Box Spread — a fixed rate set at the trade and a known repayment date, without selling assets

See the shape before
you propose it

See the shape before you
propose it

Pick a structure to see how it behaves: where the downside
is cushioned, where the upside caps, and what is given up
for each.

Pick a structure to see how it behaves: where the downside is cushioned, where the upside caps, and what is given up for each.

Book a Demo

Outcome

Time horizon (months)

Upside cap

+12%

With overlayWithout overlay

Estimated premium income over 12 months

+3.9%

Selling a call at +12% on holdings the client already owns generates about +3.9% over 12 months. That premium cushions the first 3.9% of a decline, so the position breaks even at −3.9%. In exchange, total return is capped at +16%.

Hypothetical and illustrative. Modeled with a Black–Scholes–Merton framework; excludes fees, dividends, and taxes. Actual outcomes vary with real market inputs. The variable-rate comparison is illustrative and assumes margin or SBLOC borrowing costs 1.0–3.5 percentage points more per year than the fixed rate available through a box spread. Actual variable rates are set by the lender, change over time, and may be higher or lower than shown.

Frequently asked questions

What can it do?

Generate income (Premium Income), add downside protection (a Protective Buffer), or borrow against the portfolio at a fixed rate (Box Spread), customized to each client's goals.

What's the account minimum?

$250,000, across Options and Liquidity.

Do we have to sell the client's positions?

No. It integrates with existing holdings — no selling, no realized gains to put it on.

What happens when the options expire?

Depending on market conditions and client instructions, Vise can roll the options automatically, let them expire or close out earlier.

What are the risks?

Options involve risk and are not suitable for every client. Selling calls caps upside and can result in shares being called away — which would realize a gain on that position. A buffer protects only within its defined range. A Box Spread is borrowing against the portfolio and must be repaid at maturity.

The portfolio built for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.
2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.
3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

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.

The portfolio built
for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

The portfolio built for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

Protection, income, and liquidity,
layered onto your client's portfolio

Protection, income, and liquidity, layered onto your client's portfolio

Protection, income, and liquidity,
layered onto your client's portfolio

Each personalized per client and added to the Vise account
they already have, without selling a position. $250,000 minimum.

Each personalized per client and added to the Vise account they already have, without selling a position. $250,000 minimum.

Each personalized per client and added to the Vise account they already have, without selling a position. $250,000 minimum.

Built on what the client already owns

Starts at $250,000

Starts at $250,000

Managed on one platform

Managed on one platform

Protection, income, and liquidity under one roof

Protection, income, and liquidity under one roof

Premium Income

Protective Buffer

Protective Buffer

Box Spread

How it works

How it works

Start with your Vise portfolio.

Choose an option overlay.

Personalize the strategy.

Receive a defined outcome.

Start with your Vise portfolio.

Request a portfolio loan.

Receive cash at a fixed rate.

How it compares to the usual alternatives

How it compares to the usual alternatives

See the shape before
you propose it

See the shape before you
propose it

Frequently asked questions

What can it do?

What's the account minimum?

Do we have to sell the client's positions?

What happens when the options expire?

What are the risks?

The portfolio built for your biggest client.
For every client.

The portfolio built
for your biggest client.
For every client.

The portfolio built for your biggest client.
For every client.

Protection, income, and liquidity,layered onto your client's portfolio

Protection, income, and liquidity, layered onto your client's portfolio

Protection, income, and liquidity,layered onto your client's portfolio

Each personalized per client and added to the Vise accountthey already have, without selling a position. $250,000 minimum.

Each personalized per client and added to the Vise account they already have, without selling a position. $250,000 minimum.

Each personalized per client and added to the Vise account they already have, without selling a position. $250,000 minimum.

Built on what the client already owns

Starts at $250,000

Starts at $250,000

Managed on one platform

Managed on one platform

Protection, income, and liquidity under one roof

Protection, income, and liquidity under one roof

Premium Income

Protective Buffer

Protective Buffer

Box Spread

How it works

How it works

Start with your Vise portfolio.

How it compares to the usual alternatives

How it compares to the usual alternatives

See the shape beforeyou propose it

See the shape before youpropose it

Frequently asked questions

What can it do?

What's the account minimum?

Do we have to sell the client's positions?

What happens when the options expire?

What are the risks?

The portfolio built for your biggest client.For every client.

The portfolio builtfor your biggest client.For every client.

The portfolio built for your biggest client.For every client.

Protection, income, and liquidity,
layered onto your client's portfolio

Protection, income, and liquidity,
layered onto your client's portfolio

Each personalized per client and added to the Vise account
they already have, without selling a position. $250,000 minimum.

See the shape before
you propose it

See the shape before you
propose it

The portfolio built for your biggest client.
For every client.

The portfolio built
for your biggest client.
For every client.

The portfolio built for your biggest client.
For every client.