Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. But Vise is targeting the more fragmented long-tail of independent advisors. Forward-looking statements may be identified by the use of such words as; âbelieve,â âexpect,â âanticipate,â âshould,â âplanned,â âestimated,â âpotentialâ and other similar terms. Market Events and other factors may influence the reliability of the potential outcomes. Similar to Shopify enabling artisans to compete against Amazon, or Airbnb allowing homeowners to launch side hustles, Vise empowers this new generation of entrepreneurial independent advisers.Samir and Runik weren’t fundraising when we first met so after some convincing we held another meeting, which led to another meeting, which led to them letting us invest in a $1.5M seed extension round last November.We’ve been working closely with Samir and Runik ever since. A copy of Vise AI Advisors, LLCâs current written disclosure brochure filed with the SEC which discusses among other things, Vise AI Advisors, LLCâs business practices, services and fees, is available through the SECâs website at: www.adviserinfo.sec.gov.Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. All investment strategies have the potential for profit or loss. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or any other jurisdiction. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy.
Last October, Sequoia hosted a gathering for a few dozen founders on the eve of TechCrunch Disrupt in San Francisco where I serendipitously struck up a conversation with Samir Vasavada and Runik Mehrotra, the founders of In particular, I asked them: What were the key insights that led to starting Vise? They’re some of the most talented founders we’ve met. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. There are no assurances that the portfolio will match or outperform any particular benchmark.Back-tested performance results have inherent limitations, particularly in the fact that these results do not represent actual trading and may not reflect the impact that material economic and market factors might have placed on the advisorâs decision-making if the advisor were actually managing the clientsâ money.Nothing provided herein constitutes tax advice.
Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with Vise AI Advisors, LLC with respect to any linked site or its sponsor, unless expressly stated by Vise AI Advisors, LLC. All investment strategies have the potential for profit or loss. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolioâs operations that could cause actual results to differ materially from projected results. Vise AI Advisors, LLC is registered with the Securities and Exchange Commission (SEC).
The vast majority of clients still crave having access to professional advisors.And finally, of the $80T in AUM, about 90% of this is managed by banks and large institutional advisory practices (such as Edward Jones) but about 10% of this is managed by smaller “independent” advisors. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. VIS Asset Management SA a Mendrisio - Registro di commercio, dati di solvibilità, dirigenza, indici, contatto e notizie Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a clientâs portfolio. We believe that personalized portfolios give you greater control to reflect your clientsâ specific needs, goals and values:We are partnered with everyone you need to succeed,As a subadvisor platform, Vise integrates with your favorite custodian,Vise AI Advisors, LLC is an investment adviser in New York, New York. Investments in securities entail risk and are not suitable for all investors. Founded in 2016, by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Market Events and other factors may influence the reliability of the potential outcomes. Vise Portfolio Management ... Certain asset classes and investments have shorter histories than others and may not be as reliable. Vise AI Advisors, LLC expressly disclaim any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.Any reproduction or distribution of this website, as a whole or in part, or the disclosure of the contents hereof, without the prior written consent of Vise AI Advisors, LLC is prohibited.Monte Carlo simulations have material limitations. Please refer to the disclosure and offering documents for further information concerning specific products or services.This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Vise Portfolio Management ... Certain asset classes and investments have shorter histories than others and may not be as reliable. Most startups in this space have targeted the larger segment of the market — the institutions.
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