Concentrated Equity Strategies
Our Services
Neutralize the Risk
We often encounter clients who have too much wealth concentrated in one asset or, simply put - too many eggs in one basket. Often, the very asset that helped create significant wealth is the one that poses the biggest risk to their financial security.
Managing a concentrated equity position poses a myriad of complex issues, including taxes triggered by the sale of the stock, bullish sentiments on the stock's future or concerns about insider status in the case of company employees. At Objective Wealth Management, we are supported by a team of concentrated equity specialists who assist us in objectively assessing the pros and cons of carrying such a large position in your portfolio, and help us determine an appropriate strategy to mitigate its risks. The strategies we employ include, but are not limited to: