Equity Options & Equity Concentration
At HORAN Capital Advisors, we have a great deal of experience in advising clients with concentrated holdings. Investors frequently create significant wealth through concentrated equity investments. Highly appreciated stock positions are typically established through inheritance, sale of a business, executive compensation programs, stock purchase plans and/or years of holding a successfully purchased investment.
Objectivity is paramount when making recommendations to hold, sell or hedge a highly concentrated equity position. The financial complexity for many families varies greatly and thus the need for a customized process is important. We follow a strategy that stresses time horizon, lifestyle and discipline provide the objectivity investors need for successful outcomes.
Areas of Expertise:
- Stock Options
- Net Unrealized Appreciation
- Outright Sale
- Protective Puts
- Buy-Writes
- Equity Collars
- Variable Prepaid Forwards
- Exchange Funds
- Charitable Remainder Trusts
- Pairs Trading