Holistic Concentrated Stock Management
BakerAvenue employs a multi-disciplinary approach that strives to optimize the value of concentrated stock positions. We encompass solutions for strategic diversification, hedging, income generation, and tax minimization. Through a synthesis of Technical, Macro, and Fundamental disciplines, we guide clients through the complexity of unwinding a concentrated stock position while simultaneously working towards maximizing its potential value. For more information, visit bakerave.com/cs.
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King Lip, CFA, CMT
Chief Strategist & Partner
Interested in learning how BakerAvenue can help manage your concentrated stock position?
Additionally, get insights into executive compensation strategies to diversify and reduce tax exposure. We offer deep expertise in disposing of highly appreciated assets, Incentive Stock Options (ISOs/AMT) and Alternative Investments.
Concentrate to Build Wealth.
Diversify to Preserve It.
MANAGE POSITIONS ON SOME OF THE WORLD'S BIGGEST COMPANIES
Holistic Concentrated Stock Approach and tax-advantaged strategies
We use fundamental valuation and technical analysis to advise clients on action items: diversification, holding, exercising employees' stock options. By doing so, we can generate potential income and hedge potential downside risk when fundamentals and technical are negative.
We take pride in the fact that we get to know an individual stock position better than any of our competitors. It's knowing how to look at a valuation and technical analysis. Without these insights, others simply suggest diversifying."