Hedging & Liquidity Strategies
Executives are often the recipients of large quantities of restricted or low cost-basis stock. In many cases, this stock represents a disproportionate percentage of their overall portfolio.
Sound Capital uses several strategies to manage the risks, such as volatility and lack of liquidiity, associated with this imbalance.

Sound Capital can help you to defer capital gains resulting in an outright sale of the stock and protect capital in light of a decrease in it's value.

We can also help you generate liquidity or 'monetize' the stock by providing you with cash for a signficant portion of its value. Of course, we can also help you to diversify your exposure into a broader-based portfolio.

Hedging & liquidity strategies

	Permits management of risk when you have concentrated equity positions at a low cost basis or in the form of restricted stock
	Preserve capital by providing protection against a decrease in the value of a stock
	Generate liquidity or "monetize" the position by providing you with cash for a significant portion of the value of your equity position
	Diversify the exposure from a single stock holding to a broader based portfolio