Let us manage your concentrated stock positions such as NVIDIA or MicroStrategy, seeking to diversify while at the same time typically reducing your tax burden.
Embedded taxable gains.
Risk of rapid future declines.
Lack of liquidity for spending.
We have developed creative solutions to address these concerns.
We take steps to diversify your position without triggering a commensurate tax burden.
We can help you to navigate the stock market with greater precision and clarity.
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
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