The rich don’t pay taxes
like you do.
Investment strategies that could lower your tax bill, so you keep more of what you earn.
[ Trusted by employees of ]
Assets under management1
$0.00B+
PhDs on staff
0
Backed by
Reduce your tax bill
Nucleus collects losses every trading day, and a Long Short portfolio collects up to 3.8x more than standard tax-loss harvesting. Those losses cancel the gains from selling your stock.
Diversify your portfolio
Your stock is sold down gradually and replaced with hundreds of companies. Your money stays invested the whole time.
Own everything directly
The companies sit in your own account. There’s no pooled fund, no lockup, and you can sell whenever you want.
[ How ]
Strategies designed to reduce your tax bill
How Does Vise’s Tax Loss Harvesting Work?
How Vise’s tax loss harvesting algorithm works.
Andy Waisburd
Slow and Steady May Win the Race: Understanding Vise’s Low Volatility Strategy
The Vise Low Volatility Strategy, focused on consistent, reliable growth with less volatility.
Andy Waisburd
Maximize Income and Minimize Risk: Vise’s Defensive Dividend Strategy
Why the Defensive Dividend Strategy suits equity exposure with less risk and steady income.
Andy Waisburd
The Vise Momentum Strategy: Why Winning Streaks Keep Winning
A growth-oriented strategy that identifies and capitalizes on winning stocks.
Andy Waisburd
These strategies used to require a $25M account. Now it’s yours.
Upload your tax statements and try it yourself.
Sample proposal
This portfolio is estimated to generate $83,885 (8.4%) in returns over 1 year, and $19,965 in tax savings
Estimated performance of portfolio over 1 year
Target portfolio value
$1,083,885
+$83,885 (8.4%)
Current portfolio
$1,071,687
+$71,687 (7.2%)
The Vise advantage
$12,198
+1.1% vs current
This is a sample built from a $1,000,000 illustration, not your accounts. The figures are model estimates, not a projection of what you would earn or the results of any client account, and the assumptions are in the disclosures below.
Calculate your tax savings
Direct Indexing
$1,398,098
+$398,098 (40%)
S&P 500
$1,370,292
+$370,292 (37%)
[ Use cases ]
Elevate your tax loss harvesting strategy
See how these strategies can affect your tax bill
View all use cases
Problem
Most of your wealth sits in a single stock, and selling it outright triggers a large capital-gains bill.
Strategy
Harvested losses offset the gains as the position is sold down gradually, keeping you invested the whole time.
Losses harvested
$245,316
$1M position, 5 years
Tax saved at exit
$58,385
23.8% federal rate
For illustrative purposes only. Does not represent actual client results. Hypothetical performance does not guarantee future results.
[ Testimonial ]
How our clients have used Nucleus to save on taxes
See how these strategies can affect your tax bill
Tax loss harvested
30%
Active strategies
“I had a big gain year and no plan for it. Harvesting ran in the background and took about a third off my bill.”
These testimonials are from current Vise clients. No compensation was provided. No material conflicts of interest exist.