You're on the BlackRock site for advisors. Do you want to change your user type to advisor?
Many clients feel like they have a binary choice, to hold or sell the concentrated position. However, liquidating is not the only alternative, and to determine the right solution, an advisor must take into account many client-specific variables.
You should consider the client’s tax budget, their attachment to the stock, and overall investment goals to develop a well-thought-out strategy.
BlackRock offers many solutions to help advisors protect their clients from the wide range of market risks and investment-specific, idiosyncratic risks that impact stocks.
To hear about possible solutions, watch this video from Eve Cout, Managing Director at BlackRock.
Want to speak to a specialist? Contact us by calling 1-800-ASK-BLK or send us an email at GroupOptionStrategists@blackrock.com
If you are a financial advisor, create an account or log in to Advisor Center to explore BlackRock’s solutions.