Insight
Remi Case Study: Concentrated Stock Position
Clients challenged by holding a concentrated stock position? Learn how Direct Indexing offers a compelling solution.
8/9/2023
4 min read
Topic
Tax Management
Key takeaways
- Many investors currently have concentrated stock positions in their portfolio.
- Direct indexing can offer a way to reduce concentration risk and enhance portfolio diversification.
- By transitioning to a direct indexing solution, investors may significantly increase tax savings on an ongoing basis.