Pave Pro’s Guide to Concentrated Client Positions

When a client has a concentrated stock position they are unwilling to sell, it presents a unique set of challenges for wealth managers. The main challenge is that the client’s portfolio performance is heavily correlated with the performance of that stock. Balancing performance with a client's preference for maintaining their stock position is a time-consuming and complex task for any wealth manager.

Now, advisors can utilize Pave Pro to help manage this risk while still aiming to maximize a client's overall portfolio returns. Pave Pro analyzes a client's holdings to construct a custom portfolio that minimizes asymmetric risk and reduces volatility to the chosen benchmark. Pave then periodically updates a portfolio's holdings to manage risk as market conditions evolve. Advisors can also assure clients that their portfolios consider tax implications and aim to maximize their post-tax net returns.

Try Pave Pro

When dealing with clients who have concentrated stock positions, Pave Pro is the right tool to help advisors manage risk, maximize returns, and enhance overall client experience. By leveraging Pave Pro's sophisticated risk management capabilities and market-reactive trade recommendations, advisors can adapt to any preference and build stronger, more trusting relationships with their clients.

Would you rather have better performance or complete customization? How about both? With Pave Pro, advisors can build completely custom portfolios geared towards optimized returns. More wealth, easier management; take advantage of the future of wealth management, today. 

To learn more, please reach out by emailing sales@pavefinance.com or pressing the button below. We look forward to speaking with you.

Contact Us

‍

Risk Disclosure & Disclaimer

Copyright © 2025 Pave Finance, Inc. All rights reserved.

For Financial Professional Use Only

1. Testimonial provided on May 15th, 2024, by an Independent Investment Adviser with $500+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.  There is no guarantee any investment recommendations will be successful and there is a risk of losing money.

We take protecting your data and privacy very seriously. Please see our privacy policy here.

Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.

Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.

Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.

Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.

The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.

Please see ADV Part 2A here and Form CRS here.

For Additional Information and Important Disclosures please click here.