Blue Chip Partners is Here to Help. Our Services Include Equity Compensation Planning for Executives of Publicly Traded Companies. You Qualify If:
You’re risking the derailment of your financial future by concentrating too much of your wealth in one company
You aren’t getting the advice you need for such complex matters
You’re failing to take advantage of strategic opportunities
Imagine a financial future that doesn’t depend so heavily on the success of one company’s stock.
Gain a full understanding of your blackout schedule
Sell stock at predetermined price levels
Reinvest into a portfolio that aligns with your financial plan
You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit if you:
“Many of our clients are successful executives who are burning the candle at both ends. We have the expertise to address the specialized needs that come from having such a large part of your net worth concentrated in company stock.”
Matthew Mondoux
Senior Financial Advisor
CFA, CMT, CFP®
Equity Compensation Planning For Executives Of Publicly Traded Companies
Executives who are considering when to sell highly concentrated positions in company stock can feel like they are both exposed and missing out on opportunities. At Blue Chip Partners, we help executives strategically sell their stock through a structure that helps put them, and not the volatile stock market, in control.
Blue Chip Partners is an independent SEC Registered Investment Advisor helping executives at publicly traded companies navigate around the constraints that blackout periods present. We help you:
Design a customized plan to rightsize your concentrated position in company stock even during blackout periods
Reduce fees and expenses by leveraging our in-house portfolio management team instead of the high-cost, third party money managers relied on by many advisors
Delegate your finances to us so you can focus on the most important aspects of life like family, your business, and leisure
Take the stress out of making decisions about your equity compensation
Feel confident in your long-term financial plan
Are you ready to get the specialized advice you need for the complexities of selling company stock? Do you want to stop worrying that you’re either too exposed or missing out? Take the first step in developing a structure that helps put you, and not the volatile stock market, in control. Schedule an introductory call today.
Eight advisors at the firm are CERTIFIED FINANCIAL PLANNER™ professionals.
Four members of our team hold the Chartered Financial Analyst® designation.
Three of our advisors hold the Chartered Market Technician® (CMT®) designation.
Two advisors are
attorneys (JDs).
One advisor holds the Accredited Estate Planner® (AEP®) designation.
One advisor holds the Investment Adviser Certified Compliance Professional® designation.
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Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
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