Unlocking the Value of Your Concentrated Equity

We can help provide a custom, data-driven options overlay solution for your concentrated position that tax-efficiently meets your goals


With over three decades of experience and recognized as one of Barron’s Top 100 RIA firms for both 2022 and 2023*, we provide comprehensive wealth management services with an emphasis on innovative portfolio management strategies.

Our customized Concentrated Stock Solutions, which leverage proprietary data-driven stock and market exposure models, combined with advanced options trading and monitoring technology, optimize outcomes for each client.

Inside our case study guide you will discover:

  • Custom, data-driven options strategies showcased through real client examples implemented for high-net-worth clients in the last year.
  • The significance of an active management approach, as opposed to a passive one, in helping clients achieve their short- and long-term investment objectives.
  • Key strategies tailored for investors holding concentrated positions, providing insights into the significance of active portfolio management.
  • The utilization of options strategies to mitigate downside risk, generate income, or efficiently liquidate concentrated positions while minimizing tax implications.

Whether you seek to maintain your current holdings or gradually reduce your positions, our resource equips you with the necessary strategies to consider.

* NorthCoast Asset Management was a Connectus Wealth Adviser, winner of Barron’s Top RIA awards in 2022 and 2023. Neither Connectus Wealth nor NorthCoast Asset Management paid a fee in connection with obtaining or using these awards.

Download the Concentrated Stock Case Studies