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Concentrated Position / Single Stock Management

Concentrated Position / Single Stock Management

Goals (different strategies to be selected by the client on a case-by-case basis):
1. Timely Sales & Optimized Exits – Diversify the portfolio, decrease security-specific risk, and manage taxable gains if requested by the client.
2. Volatility Income Strategies – Selling calls and/or other option strategies to create an additional potential income stream for clients willing to sell some or all of their position.
3. Risk Management & Hedging – Hedge risk in a position around earnings dates and other events if requested by the client.