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Low-Basis Stock Diversification
Much of our challenge in portfolio management, particularly with older individual
investors who have accumulated substantial wealth, concerns the design and
creation of a diversified portfolio from a concentrated portfolio of a few
long-held stocks - or even just one - with respect to which the investor
has a low tax basis.
Through years of analysis and investment management, WIC 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.
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- Diverse training and background of the WIC principals
- Breadth and depth of firm experience
- Client-centered approach to investment management
- Versatility through size and independence
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