Concentrated Wealth Strategies

First Republic Securities Company, LLC (Member FINRA/SIPC) offers hedging transactions, employee stock options, and corporate selling plans (rule 10b5-1 plans) that allow you a variety of options to diversify your concentrated equity holdings.

Benefits

  • Protect the integrity of your single stock position and generate liquidity — while also minimizing any adverse tax impact

Details

  • Work with First Republic professionals to address the complicated balance of risk, taxes and contractual restrictions that concentrated stock positions may entail


Articles & Insights

  • Managing Concentrated Equity Risk in Four Steps

    First Republic Investment Management

    Most investors understand the value of spreading risk across a variety of different securities, sectors, asset classes and geographical regions.

  • Three Ways to Evaluate Portfolio Performance

    Gary Pollock, Wealth Manager
    First Republic Investment Management

    Whenever the S&P 500 is climbing nicely, some clients may ask why their overall portfolio hasn’t performed equally well.



Related Resources

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