Anthony Petsis & Associates Unveils Advanced Solution for Managing Concentrated Stock Positions

NEWTOWN, Pa., Jan. 14, 2025 /PRNewswire/ -- Anthony Petsis & Associates, Bucks County's premier financial advisory firm, is proud to announce the launch of a cutting-edge solution tailored to address the financial complexities of concentrated stock positions. This innovative approach combines tax-efficient strategies, portfolio hedging, and customized diversification techniques to help clients mitigate the risks associated with holding significant wealth in a single stock.

Concentrated stock positions, often the result of executive compensation packages, entrepreneurial ventures, or inheritance, can expose investors to disproportionate risks. Historical data reveals that while individual stocks may offer high returns, the majority fail to outperform the broader market. In fact, 72% of U.S. stocks have underperformed over their lifetimes, with 69% experiencing catastrophic losses¹—a stark reminder of the importance of proactive risk management.

"At Anthony Petsis & Associates, we believe in empowering our clients with solutions that address their most critical financial challenges," said Alex Petsis CFP® ChSNC®, Financial Planner. "Concentrated stock positions represent both an opportunity and a significant risk. Through innovative strategies like option overlays, synthetic diversification, and strategic liquidation, we're helping clients reduce portfolio volatility, optimize tax outcomes, and protect their financial futures."

The firm's new offering leverages proprietary tools and partnerships with leading financial solutions providers to deliver a robust framework for managing single-stock exposure. By adopting this approach, clients can diversify their portfolios without immediately triggering capital gains, safeguard against market downturns, and position themselves for long-term financial stability.

This initiative reflects Anthony Petsis & Associates' unwavering commitment to providing personalized financial solutions that enable clients to navigate the complexities of modern wealth management confidently.

To learn more about these strategies or to schedule a consultation, visit www.apetsis.com or contact us at 215-968-6638.

Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic), member FINRA/SIPC. Additional advisory services offered through Anthony Petsis & Associates, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MN, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation

¹ Eaton Vance Wealth Strategies – "Concentrated Stock Positions: Know The Risks"

SOURCE Anthony Petsis & Associates