Corporate executives with large holdings in their company stock are often cautioned to reduce the risk to their wealth created by such concentrated positions. Nothing drove that lesson home harder than the economic crisis of 2008.

But your stock in your company also represents your commitment to the firm’s success. That is why we think the better goal is to find your own balance between company stock holdings and the rest of your portfolio.

You can find the answers that are right for you, we believe, by ranking the risks and potential rewards of every one of your holdings. Done well, such a ranking involves an analysis of nearly 20 elements:

This exercise will create a realistic action plan that identifies the key tactics that will make the most sense for you, including:

• The unrestricted stock with a loss to sell
• Unrestricted stock with a gain to sell
• Which options to exercise then sell underlying stock
• Which options to exercise then hold underlying stock
• Which sales will necessitate reporting to the Internal Revenue Service
• Your remaining positions after implementing these recommendations

You can monetize the fruits of your labor and protect your wealth while still investing in your company’s future. We invite you to contact us to learn more and a J.P. Morgan representative will be in touch with you.