CONCENTRATED STOCK MANAGEMENT

ConvexBeta Investments, LLC offers clients Risk Managed Options Strategies (RMOS) to mitigate risk and enhance diversification. Concentrations are caused by greater than 10 percent single-stock exposure, greater than 30 percent to a single economic sector, or excess equity allocation relative to an established strategic target asset allocation. RMOS can mitigate, defer or eliminate adverse tax consequences from otherwise recognized capital gains costs that can top 50 percent of sale proceeds.