Strategies for corporate executive clients
Corporate executives often face unique and complex investment and tax challenges. Working together with your tax advisors, we can develop strategies that help mitigate your tax consequences. We can discuss your particular situation and help you plan an appropriate course of action.
Concentrated Wealth
Holding a large position in your company stock increases your risk level compared to a well-diversified portfolio. While much of your wealth may be invested in your company, we recommend building a well-diversified investment portfolio based on your time horizon, risk tolerance and other circumstances.
Investment Management1
Craig Wingrove and Ann Connolly, Senior PIM Portfolio Managers have decades of experience and real-world knowledge in the construction and management of proprietary equity portfolio management.
Tax Management Strategies
Tax efficiency is of paramount importance to successful corporate leaders. We help ensure that your compensation is maximized so you can keep more of your income.
401(k) Reviews
A regular review of your employer’s 401(K) plan and your participation can help you better optimize your total wealth picture. We can analyze your employer’s plan and guide you through the decisions to make the most of what your company offers
Executive Benefits
We will review your employee benefit package as part of your overall wealth plan and provide helpful information so you can make intelligent decisions regarding your stock and other important executive benefits. We can also discuss tax-strategies and their potential effect on your overall financial strategy.
Restricted Stock
Restricted stock offers employees a stake in their company’s success aligning their interests to those of the company. We can help you navigate the intricacies and understand the tax considerations of these complex investments.