OUR APPROACH
Integrate Your Equity
Diversification is the first Pillar of our Investment Philosophy. Integrate your highly-concentrated stock positions into your overall allocation to increase your probability of future financial success.
Build a Plan
Using the second Pillar of our Investment Philosophy, Time Horizon, we discuss various what-if scenarios to identify and construct an effective buy/sell investment strategy for your equity plan. As things change, we pivot and adjust to meet your liquidity and allocation needs.
Manage Your Risk
Using Pillar three, your Risk Tolerance, as the guiding principle for your equity plan, we help you implement a liquidation strategy to prevent catastrophic losses from derailing your progress. Having a high concentration of equity in one company can pose significant risks to your overall financial health.