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I've spent years accumulating company stock. Now what do I do?

Equity Risk Management

Hedging and monetization strategies can be customized according to your parameters. When determining which strategies best meet your needs, some issues for consideration are:

  • What percentage of your current stock position do you anticipate hedging or monetizing?
  • What is your time horizon?
  • What are your short, intermediate, and long-term price targets on the stock, if any?
  • What are your liquidity needs?
  • Is diversification one of your goals?
  • Are there any restrictions, legal or contractual, that impact your ability to sell shares?
  • Are you subject to a lock-up agreement?
  • Do you have “insider” or “affiliate” status with the company that issued the shares?