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The technology behind your portfolio.
We’re always working to deliver at the highest level for you, and that means using the best tools available. Vise is one of them: the platform that lets us build and manage a portfolio completely designed around you.
Why we partner with Vise
A more personal way to invest
Vise was founded in 2016 with a simple idea: technology has made almost everything in our lives more personalized — except the way most portfolios are built. We felt the same thing. Our clients aren’t a model number, and their portfolios shouldn’t be either.
Partnering with Vise lets us build each portfolio around the person who owns it — your goals, your tax situation, the assets you already hold — and manage it actively, every single day.
Your portfolio is built around your goals, your holdings, and what matters to you — not a one-size-fits-all model.
We look for opportunities to save you money on taxes every day — harvesting losses and managing gains — so you keep more of what you earn.
Approaches once reserved for large institutions are available to you where they fit, including long short strategies.
See exactly what’s happening in your portfolio with real-time monitoring and explanations for every adjustment.
Long short is one of the most powerful tax tools available to you. Traditional investing can only find tax savings when the market falls. Long short is designed to find them on both sides of the market — so your portfolio can keep lowering your tax bill even when markets are rising.
It’s especially valuable if you hold a large position in a single stock, have significant gains, or recently sold a business or property. Ask your advisor whether it’s a fit for you.
Hexagon and Vise are separate and unaffiliated entities, and neither is responsible for the policies, products, or services of the other. Hexagon engages Vise to provide portfolio management technology and related services for certain client accounts; the terms of that arrangement, including any compensation paid, are described in Hexagon's Form ADV Part 2A, available at adviserinfo.sec.gov. Nothing on this page constitutes an endorsement of Vise by Hexagon or of Hexagon by Vise. The information on this page is informational in nature and is not intended as investment, tax, or legal advice, nor a recommendation to buy or sell any security or to adopt any investment strategy. Please consult a qualified professional for advice specific to your situation.