Founded in 2016 and backed by leading investors, Vise has emerged as a dominant force in direct indexing and tax-loss harvesting—with $51 billion in platform assets and trusted by many of the largest RIAs in the country.1 For years we’ve empowered advisors to build personalized portfolios, capture tax alpha through daily tax-loss harvesting, and tailor strategies to clients' specific situations.
But even the most sophisticated traditional direct indexing strategies have been held back by one major limitation: you're constrained to only buying. This long only approach limits your ability to generate returns in your clients’ portfolios and to manage their tax liabilities.
Enter Vise Long Short, our newest long short custom indexing strategy that removes the long only constraint and unleashes the full potential of the Vise platform.
Vise Long Short simultaneously enhances pre-tax returns and relentlessly harvests losses.
Like your clients' portfolios today, Vise Long Short owns stocks expected to grow. But it also takes short positions in companies with weaker prospects—creating the potential to profit from both winners and losers.
Think of it like Netflix’s thumbs up/down button.You don’t only click for the programming that you like. Why should investing be any different? Shorting is your "thumbs down" button—letting you express negative views and rewarding you when we get it right.
But shorts don’t just generate alpha, they also enhance tax-loss harvesting. Many long only direct indexing strategies only harvest losses when the market is down. With Vise Long Short, your short portfolio offers rich harvesting opportunities even for stocks that are rising on days that the markets are up. It’s a tax-loss harvesting engine that never sleeps.
Most firms selling long short strategies are asset managers trying to be hedge funds. The hedge fund approach to long short is: trust us. Give us your money, we'll run our strategy, you'll get returns net of fees.
But a hedge fund knows nothing about the rest of your life. It doesn't know about your concentrated stock position, your expected bonus, your spouse's RSUs vesting next year, your plan to sell a rental property in 2027. It optimizes in isolation.
When long short is a platform rather than a product—when it's a capability you can apply to any strategy, integrated with a client's full portfolio and financial plan—you can actually solve planning problems. The tax losses aren't abstract. They offset specific gains you know are coming. The short positions aren't generic. They're constructed to complement what the client already owns.
With more than 5.5 million tax-aware optimizations under our belt2, Vise understands how concentrated positions behave, when depreciation recapture hits, and how to build loss banks that offset future gains year after year, enabling us to build strategies that address specific client situations.
Vise Long Short is designed to diversify concentrated positions, unlock trapped gains, and revitalize portfolios where loss harvesting has stalled – showing what becomes possible when hedge-fund-level tools become advisor infrastructure.
This is the next evolution in direct indexing. Not just better tax harvesting. Not just alpha generation. But the freedom to build strategies as dynamic as the markets themselves.
1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals.
2 Tax-aware optimizations represent the aggregate count of daily rebalancing optimizations and trades generated for review by Vise’s optimization engine across all managed accounts, as recorded in Q3 2025.
Vise AI Advisors, LLC ("Vise") is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Vise by the Commission.
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.
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