Anthony Petsis & Associates Unveils Advanced Solution for Managing Concentrated Stock Positions
Anthony Petsis & Associates Unveils Advanced Solution for Managing Concentrated Stock Positions
NEWTOWN, Pa., Jan. 14, 2025 /PRNewswire/ -- Anthony Petsis & Associates, Bucks County's premier financial advisory firm, is proud to announce the launch of a cutting-edge solution tailored to address the financial complexities of concentrated stock positions. This innovative approach combines tax-efficient strategies, portfolio hedging, and customized diversification techniques to help clients mitigate the risks associated with holding significant wealth in a single stock.
賓夕法尼亞州新鎮,2025年1月14日 /PRNewswire/ -- 安東尼·佩茨斯及其夥伴,巴克斯縣首屈一指的金融顧問公司,自豪地宣佈推出一項前沿解決方案,以應對集中股票持有的財務複雜性。這種創新的方法結合了稅收高效策略、投資組合對沖和定製的多樣化技術,幫助客戶減輕在單一股票中持有大量財富所帶來的風險。
Concentrated stock positions, often the result of executive compensation packages, entrepreneurial ventures, or inheritance, can expose investors to disproportionate risks. Historical data reveals that while individual stocks may offer high returns, the majority fail to outperform the broader market. In fact, 72% of U.S. stocks have underperformed over their lifetimes, with 69% experiencing catastrophic losses1—a stark reminder of the importance of proactive risk management.
集中股票持有,通常是執行薪酬計劃、創業投資或遺產的結果,可能使投資者面臨不成比例的風險。歷史數據顯示,雖然個股可能提供高回報,但大多數未能跑贏大盤。實際上,美國72%的股票在其生命週期內表現不佳,69%遭遇了災難性損失1,這清楚地提醒我們,主動風險管理的重要性。
"At Anthony Petsis & Associates, we believe in empowering our clients with solutions that address their most critical financial challenges," said Alex Petsis CFP ChSNC, Financial Planner. "Concentrated stock positions represent both an opportunity and a significant risk. Through innovative strategies like option overlays, synthetic diversification, and strategic liquidation, we're helping clients reduce portfolio volatility, optimize tax outcomes, and protect their financial futures."
「在安東尼·佩茨斯及其夥伴,我們相信賦予客戶解決方案,以應對他們最重要的財務挑戰,」財務規劃師亞歷克斯·佩茨斯 CFP ChSNC 說。「集中股票持有既代表機會又是重大風險。通過創新策略,如期權疊加、合成多樣化和戰略性清算,我們正在幫助客戶降低投資組合波動性,優化稅務結果,並保護他們的財務未來。」
The firm's new offering leverages proprietary tools and partnerships with leading financial solutions providers to deliver a robust framework for managing single-stock exposure. By adopting this approach, clients can diversify their portfolios without immediately triggering capital gains, safeguard against market downturns, and position themselves for long-term financial stability.
該公司的新產品利用專有工具和與領先金融解決方案提供商的合作伙伴關係,提供一個強大的框架來管理單一股票的風險。通過採用這種方法,客戶可以在不立即觸發資本利得的情況下實現投資組合多元化,防範市場下跌,併爲長期財務穩定打下基礎。
This initiative reflects Anthony Petsis & Associates' unwavering commitment to providing personalized financial solutions that enable clients to navigate the complexities of modern wealth management confidently.
這一舉措反映了安東尼·佩茨斯及其夥伴對提供個性化金融解決方案的堅定承諾,使客戶能夠自信地應對現代财富管理的複雜性。
To learn more about these strategies or to schedule a consultation, visit or contact us at 215-968-6638.
要了解更多關於這些策略的信息或安排諮詢,請訪問或撥打215-968-6638與我們聯繫。
Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic), member FINRA/SIPC. Additional advisory services offered through Anthony Petsis & Associates, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.
通過Osaic Wealth, Inc.(Osaic)提供證券和投資諮詢服務,Osaic是FINRA/SIPC的成員。其他顧問服務由Anthony Petsis & Associates, Inc.提供。Osaic Wealth是獨立擁有的,文中提及的其他實體和/或營銷名稱、產品或服務與Osaic Wealth無關。Osaic Wealth不提供稅務或法律建議。
This communication is strictly intended for individuals residing in the states of
此通訊僅面向居住在以下州的個人。
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MN, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
阿拉斯加州,阿拉巴馬州,亞利桑那州,加利福尼亞州,科羅拉多州,康涅狄格州,華盛頓哥倫比亞特區,特拉華州,佛羅里達州,喬治亞州,愛荷華州,愛達荷州,伊利諾伊州,印地安納州,肯塔基州,馬薩諸塞州,馬里蘭州,明尼蘇達州,密西西比州,北卡羅來納州,北達科他州,新罕布什爾州,新澤西州,新墨西哥州,內華達州,紐約州,俄亥俄州,俄勒岡州,賓夕法尼亞州,羅德島州,南卡羅來納州,南達科他州,田納西州,德克薩斯州,維吉尼亞州,華盛頓州,西維吉尼亞州,懷俄明州。禁止向上述州外的居民進行任何報價或接受任何報價。
Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation
第三方獎項、排名和榮譽不能保證未來的投資成功,也不確保客戶或潛在客戶將獲得更高水平的表現或結果。這些評級不應被解讀爲任何客戶對顧問的認可,也不代表任何一位客戶的評價。
1 Eaton Vance Wealth Strategies – "Concentrated Stock Positions: Know The Risks"
1 伊頓 萬斯財富策略 - "集中股票頭寸:了解風險"
SOURCE Anthony Petsis & Associates
來源:Anthony Petsis & Associates
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