Concentrated Stock Positions

Managing concentrated stock positions in today's volatile markets can be challenging. Whether the shares were acquired as a result of restricted stock grants, an employee stock option plan, or through diligent purchases over time, investors face complex wealth-management issues where questions like these become all too familiar:

"How should I generate liquidity?"

"Are outright sales or an income-generating strategy the right way to go?"

"Is it better to diversify, or protect value?"

Since its founding, Obsidian has specialized in equity derivative and options transactions. We've seen firsthand the evolution and increased demand of structured derivative products. And we are happy to work with individual clients or other professionals (accountants, advisers, wealth managers, etc.) to provide customized solutions that meet investor needs.