RSUs: Hedged Income & Protection
If you have significant investments in a company stock and would like to discuss ways to potentially protect or enhance your Restricted Stock Units without selling shares, we can explain various hedged investment strategies that seek to optimize your financial planning.
To manage a concentrated stock position with a tax-efficient strategy that generates additional hedged income for you, we may be able to charge a reduced fee, based on the scale of your RSU holdings; contact us to learn more.
We can also provide you with a draft portfolio of what your investments could look like after selling some of your RSUs. Your new, diversified portfolio can generate customized hedged income with defined downside protection, and we can show you the details.
Strategies
#1: Hold RSUs and Hedge
Keep holding your RSUs, while generating extra (hedged) income that serves as a buffer of protection in case shares fall.
#2: Sell Some RSUs and Hedge Some Remaining RSUs
We articulate a creative strategy to sell some of your RSUs and invest those proceeds in new assets while using them as collateral to hedge some of your remaining RSUs.
#3: Sell Some RSUs and Invest with Hedged Income & Protection
#3: Sell Some RSUs and Invest with Hedged Income & Protection
Utilize proceeds of some RSU sales to reinvest in a new portfolio that can generate hedged income customized to your objectives.