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Concentrated Positions
Whether you have inherited a position in a single investment, worked for a company for a long time and accumulated stock, or just were smart enough to buy Apple when it released the i-pod, a portfolio that has a single large position can be the proverbial blessing and a curse.
With demonstrated experience in traditional hedging strategies using options, and diversification through Exchange Funds, we can help you diversify while being tax conscious. And of course, concentrated positions are the perfect vehicle to use to fund your Donor Advised Fund or Foundation.