Concentrated Holdings: Opportunities For Advisors Follow-Up

If you think a 664 Stock Diversification Trust may be right for one of your clients, please contact Connor Barth at [email protected] for a personalized analysis.

If you were unable to attend this webinar or would like to view it again, a recording of the webinar is available below.

If you would like to read through the slides presented in the webinar, they are availabe here.

Interested in reading more about solutions for clients with concentrated holdings? Concentrated Stock Positions: A Sterling Advisor Guide features an in-depth analysis of how to advise clients looking to sell their concentrated holdings, and the risks that are inherit to a concentrated holding.

A copy of Concentrated Stock Positions: A Sterling Advisor Guide is available to you for free as thanks for attending our webinar.