Facilitating Company Share Diversification Decisions

Advisors and their clients with sizable holdings of company stock (owned and restricted shares) will both benefit from systematic diversification of these positions. For the client it means reduced risk and peace of mind, and for the advisor it means additional assets under management.

Most executives will agree that concentrated company stock positions are risky and diversification is financially prudent, but taking timely action is often a different matter. There are a number of factors that may inhibit clients from pulling the trigger on the sale and reinvestment of their company stock. Among them are......

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