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Hedging & Monetization Strategies for Concentrated Equity Positions

Create tailored strategies that can help mitigate risk
and monetize equity positions.

HALO INVESTING & MORGAN STANLEY INTRODUCE
Risk Mitigation & Liquidity Capabilities

Several factors can complicate risk mitigation of concentrated positions for advisors, such as tax implications, an inherited bullish conviction, legal restrictions, and sentimental attachment to the position.

Morgan Stanley's hedging and monetization strategies can help mitigate risk and provide liquidity with:

 

Ways to Mitigate Risk Block-1

GET TO KNOW
The Morgan Stanley’s Advisor Solutions Team:

Sit down with Halo's Head of Thought Leadership, David Townsend, CFA, and Morgan Stanley's Head of RIA Strategy for Structured Solutions, Lou Mandia, as they discuss Hedging and Monetization Strategies for concentrated portfolios. 

 

 

Why Morgan Stanley?

01
Leading provider of execution services and strategies.

02
Provides first-class service that reflects commitment to thought leadership and cutting-edge strategies.

03
Award winning services including:

  • Structured Products Intellligence Best Hedge Provider
  • The International Financing Review Global Bank of the Year
  • #1 in global equity sales and trading revenues with 20%+ of equity wallet share. 
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GO EVEN DEEPER
Download the Hedging & Monetization Strategy Brochure & Proposal Deck

Get the full scoop on Hedging & Monetization strategies, detailed benefits, risks, use cases and more with Morgan Stanley's one page brochure. Submit the brief form below to receive the pdf to your inbox, and set up a meeting with your RVP for access to the proposal deck.

 

 

Halo Securities, LLC and its affiliates do not provide tax, legal or investment advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. Investors should consult their own tax, legal and/or financial professionals before engaging in any transaction.

Get started with a free consultation

Use the form below to request a meeting with your Halo Investing Regional Vice President and a representative of Morgan Stanley to discuss ways to implement these tailored strategies.