Explore Smart Strategies for Managing Concentrated Stock Positions.

Explore Smart Strategies for Managing Concentrated Stock Positions.

Explore Smart Strategies for Managing Concentrated Stock Positions.

Explore Smart Strategies for Managing Concentrated Stock Positions.

Explore Smart Strategies for Managing Concentrated Stock Positions.

Ready to learn how to manage your concentrated stock?

Ready to learn how to manage your concentrated stock?

Ready to learn how to manage your concentrated stock?

Let us manage your concentrated stock positions such as NVIDIA or MicroStrategy so you can diversify your holdings and reduce your tax burden.

Tying wealth to a single stock position presents issues going forward: 

Tying wealth to a single stock position presents issues going forward: 

Tying wealth to a single stock position presents issues going forward: 

Embedded taxable gains.

Risk of rapid future declines.

Lack of liquidity for spending.

We have developed creative solutions to solve these concerns. 


We can help diversify your position without triggering a significant tax burden.


We help you navigate with precision and clarity.

Get in touch

Get in touch

Get in touch

We would love to hear from you!

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.

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