Vise

We’re honored to be recognized in the elite “8.00+ Club” in this year’s T3 Inside Information Software Survey, ranking # 3 in Portfolio Management. This recognition reflects our team’s dedication to building technology that empowers advisors to deliver exceptional client outcomes. Thank you to our customers and team who made this possible - onward and upward!

Markets are seeing major drops, with the S&P having its worst week since last fall. The silver lining? Market drops = potential tax alpha opportunities. That's why Vise built automated daily tax-loss harvesting — seeking to capture tax alpha opportunities before they vanish.

Did you know lower-risk stocks often outperform in the long run? It’s called the “low-volatility anomaly.” Think of it like the tortoise in the classic fable: slower, steadier progress that can help protect capital in downturns, even if it occasionally lags in a hot market. Decades of research show you don’t have to sacrifice long-term returns for a smoother ride. If you have clients who want less market whiplash, this might be the approach they’ve been waiting for. Watch Co-CIO Andy Waisburd break down the Vise Low Volatility Strategy.

If investing were cooking, many strategies rely on a single spice. But the best dishes combine complementary flavors that enhance each other. That’s exactly how the Vise QVM Strategy is designed to work. It blends Quality, Value, and Momentum into one robust approach: * Quality helps spot well-run companies with strong fundamentals * Value finds those companies trading at attractive prices * Momentum confirms market confidence By combining these ingredients, we seek to avoid common pitfalls (like chasing cheap stocks that stay cheap for a reason) and aim to capture genuine market uptrends. Watch Co-Chief Investment Officer Andy Waisburd explain how QVM helps advisors build more sophisticated portfolios, without sacrificing simplicity or scale.

We’re thrilled to announce that Manhattan West, a leading wealth management and alternative investments firm with over $1 billion in assets, has returned to the Vise platform. As one of our earliest clients, Manhattan West saw potential in our mission to revolutionize investment management. Our relentless focus on building an all-in-one platform to empower advisors to create personalized, tax-efficient portfolios at scale has made Vise a natural choice to fuel Manhattan West’s next phase of growth. To our friends at Manhattan West: Thank you for believing in us from day one. We're excited to continue our journey together.

Please join us in welcoming Kamal Jafarnia as our new Chief Legal Officer and General Counsel. With over three decades of experience in private fund formation, broker-dealer operations, and investment adviser compliance, Kamal brings extensive expertise that will be crucial as Vise continues to revolutionize how financial advisors serve their clients. Welcome to the team, Kamal!

Investing in momentum stocks is like passing the ball to the teammate with the “hot hand.” Just like you'd keep feeding a player who's on a shooting streak, momentum investing means finding stocks on a winning streak and sticking with them while they’re climbing. It’s all about riding the wave, then being ready to pass (or sell) before the momentum shifts. Hear from Vise’s Co-CIO, Andy Waisburd, as he breaks down the Vise Momentum Strategy.

Ever notice how concert ticket prices spike initially, then settle? The stock market can work similarly. Just like savvy shoppers wait for prices to drop, the Vise Value Strategy looks for stocks trading below their true worth. Watch this short video from Vise's Co-Chief Investment Officer, Andy Waisburd, to learn more about the Vise Value Strategy.

Imagine you're buying a car. Do you go for the flashy one that breaks down often or the sturdy model with great mileage that lasts for years? The smart choice is obvious – and that’s exactly how we think about investing at Vise. Hear from Andy Waisburd, Co-Chief Investment Officer, as he explains Vise’s Quality Strategy and how it can potentially lead to better long-term performance.

The likelihood of outperforming an index fund in private equity drawdown funds is lower than many investors anticipate. We believe that fees and taxes pose significant obstacles, which is why we prefer to overweight simpler investment strategies, such as direct indexing with Vise Buyout funds report an average internal rate of return (IRR) of 12.3%, their direct alpha is 3.1% when benchmarked against a broad market index and 1.7% against industry-specific indices. A significant portion of the returns may be attributed to general market movements rather than the managers' unique skills. Therefore, while private equity managers achieve some outperformance, the margin is modest when adjusted for market factors. hashtag#privateequity #bloomberg hashtag#Index