Do you have concentrated stock positions?

If you have a stock that represents more than 20% of your portfolio, it may be time to diversify.

We offer a range of strategies to help diversify your concentrated stock in a tax-efficient manner.

In-kind transfers

Transition your existing stock in-kind to minimize tax consequences.

Variety of strategies

Access a specialized suite of investment strategies that allow for in-kind transfers.

Charitable options

Create a legacy of giving with tax-efficient charitable vehicles.

Get a better understanding of your holdings

Concentrated stock position calculator

Calculate the total amount of capital gains taxes you would pay if you sold your stock position today.

Concentrated stock positions: Know the risks

When compared with broad market equity indexes, individual stocks have historically posted higher volatility and lower median performance than the stock market as a whole.

Questions about how Eaton Vance can assist with wealth strategies?

Contact Us

Explore more Eaton Vance investing strategies

Tax Management Center

Help investors keep more of what they earn

High-Net-Worth Investing Center

Customizable planning for the unique demands that affluence brings