Strategies to manage your clients' concentrated stock
Risks: Boom or Bust
How do you solve this problem for your client?
Many clients feel like they have a binary choice, to hold or sell the concentrated position. However, liquidating is not the only alternative, and to determine the right solution, an advisor must take into account many client-specific variables.
You should consider the client’s tax budget, their attachment to the stock, and overall investment goals to develop a well-thought-out strategy.
Concentrated stock strategies
1) Tax-efficiently reduce the amount of stock held over time
2) De-risk the portfolio without selling the stock
3) Generate income to pay the tax bill
Learn how we manage concentrated stock
BlackRock offers many solutions to help advisors protect their clients from the wide range of market risks and investment-specific, idiosyncratic risks that impact stocks.
To hear about possible solutions, watch this video from Eve Cout, Managing Director at BlackRock.
Ready to take the next step?
Want to speak to a specialist? Contact us by calling 1-800-ASK-BLK or send us an email at GroupOptionStrategists@blackrock.com
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