Vise, an innovative AI-powered platform co-founded by Indian Americans Samir Vasavada and Runik Mehrotra, has introduced Vise Long Short, a cutting-edge long short investment solution tailored for Registered Investment Advisors (RIAs). Addressing advisors’ needs for transparent implementation of long short strategies, Vise Long Short enables advisors to express both positive and negative market views without compromising their clients’ comprehensive financial plans. Unlike traditional methods that are often standalone and opaque, this technology ensures personalized, tax-efficient portfolio management by integrating with existing direct indexing accounts. Advisors can benefit from daily tax-loss harvesting, enhancing overall investment efficiency. With a minimum investment of $250,000, Vise Long Short is positioned as a vital infrastructure for advisors, offering flexible solutions rather than mere products. This groundbreaking approach leverages the power of AI in the investment advisory landscape, making sophisticated strategies more accessible to a wider range of clients and fulfilling a critical demand in the industry.
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