Many investors find a significant portion of their net worth "stuck" in
concentrated or restricted equity positions. You may hold restricted or
unregistered stock acquired from the sale of your business or in a private
placement. You may have inherited or received such stock as a gift.
Tax-sensitivity may limit you even where SEC regulations do not. Significant
appreciation of low-cost basis stock-or stock options-may make the sale or
transfer of your stock a prohibitive tax event.

M.J.Lee Single Stock Risk Management Specialists offer hedging and diversification
strategies that can unlock this value, create tax-efficient liquidity, and
protect your portfolio from severe market swings.

Contact us for a free consultation!