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Remi Case Study: Concentrated Stock Position

Clients challenged by holding a concentrated stock position? Learn how Direct Indexing offers a compelling solution.

Green fiber optic cables up close.

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.
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