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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"We really take pride in the fact that we get to know an individual stock position better than any of our competitors."
King Lip, CFA, CMT
Chief Strategist & Partner
Interested in learning how BakerAvenue can help manage your concentrated stock position?
Additionally, view executive compensation strategies to diversify and reduce tax exposure. We offer deep expertise in highly appreciated assets, Incentive Stock Options (ISOs) and Alternative Minimum Tax (AMT), Alternative Investments, and helping you to prepare for when your company is pre- or post- IPO.
Concentrate to Build Wealth.
Diversify to Preserve It.
MANAGE POSITIONS ON SOME OF THE WORLD'S BIGGEST BRANDS