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Low-Basis Stock Diversification

Much of our challenge in portfolio management, particularly with individual investors who have accumulated substantial wealth over time, concerns the design and creation of a diversified portfolio from a concentrated portfolio of a few long-held stocks - or simply one - with respect to which the investor has a low tax basis.

Through years of analysis and investment management, Willis Investment Counsel has experience with a variety of investment strategies designed to diversify such a concentrated portfolio on a tax-neutral or tax-effective basis. One such strategy is the use of a charitable remainder trust to diversify a concentrated portfolio without triggering a taxable event from the liquidation and reinvestment of the portfolio. Other such strategies include utilizing donor-advised funds with community foundations, forward contracts, put and call options, and exchange funds.

Willis Investment Counsel

710 Green Street
Gainesville, GA 30501

Phone: 770.718.0706
Fax: 770.718.0805
www.wicinvest.com
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