The Risk of Too Much in One Place
Many executives accumulate significant wealth in their employer's stock through RSUs, options, or long-term incentive plans. That concentration can create real risk if the stock underperforms or the company faces trouble.

Diversifying Without Disruption
Selling a concentrated position often carries tax consequences and, in some cases, trading restrictions. A thoughtful approach spreads sales over time, coordinated with vesting schedules and blackout periods.

Planning Around Vesting and Deadlines
Knowing your vesting calendar in advance allows decisions to be made deliberately, rather than under the pressure of an approaching deadline.