After an IPO, acquisition, or vesting event, you're suddenly liquid and likely over-concentrated in a single stock. The wealth is real. The diversification question is urgent.
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Concentrated equity positions create risks that are easy to underestimate when the stock is performing well.
If a significant portion of your net worth is in one company's stock, a single earnings miss, sector rotation, or market correction can materially impact your wealth. Concentration risk is the most common unmanaged risk among executives.
It's natural to feel loyal to the stock that built your wealth. But investment decisions driven by sentiment rather than portfolio construction often lead to suboptimal outcomes. The company you built doesn't need your capital, but your future does.
Moving from single-stock to index funds is better diversification, but you're still fully exposed to market direction. In a significant downturn, your entire equity portfolio moves together.
RSUs, ISOs, NSOs, and capital gains all create tax planning challenges. The timing and structure of diversification matters significantly. Professional guidance is essential.
The range of options including private credit, venture, real estate, hedge funds, and managed accounts can be overwhelming. Analysis paralysis often results in doing nothing, which is itself a decision with consequences.
Post-liquidity executives are prime targets for wealth managers pushing AUM-based fee models and complex products. Not all advice is aligned with your interests. Fee transparency and structure matter.
Market-neutral strategies are designed to be uncorrelated to equities, bonds, and property. ASIC regulated. Third-party audited. The kind of allocation institutional portfolios use for genuine diversification.
Behaves independently of equity markets. When your stock portfolio moves, this allocation is designed to behave differently.
Not reliant on market direction. Pursues returns from volatility and time decay rather than directional bets.
ASIC regulated (AFSL 298221). Performance independently audited by LNP Audit. Full position-level transparency available.
Managed account structure. Capital held in your name. Full segregation. No pooled fund structure.
Register for free access to our live, audited fund performance. Independently verified results you can review at your own pace.
Book a consultation to discuss your situation. No pressure, no obligation. We understand the complexity of post-vesting decisions.
If it's the right fit, onboarding is fully digital and takes minutes. Your capital is held in your name at a regulated broker.
Market-neutral strategies are designed to be uncorrelated to equity markets. This means they can behave independently of your existing stock and index holdings, providing genuine diversification rather than just spreading across correlated assets.
We operate under AFSL 298221 through Yellow Fin Asset Management, regulated by ASIC. Performance is independently audited by LNP Audit.
Absolutely. Register for free access to the live Fund Tracker. Review the full audited track record, risk metrics, and monthly returns before any conversation about investing.
All investments carry risk, including the potential loss of capital. Options-based strategies involve specific risks including leverage and time decay. Past performance is not a reliable indicator of future results. Seek independent financial advice before investing.
Review the full audited track record. Independently verified, updated daily, designed for uncorrelated returns.
See What Diversification Looks Like →Past Performance Notice: Past performance is not a reliable indicator of future performance. The value of investments can go down as well as up.
Not Financial Advice: This page is for general informational purposes only. Seek independent professional advice before investing.
Risk: All investments involve risk, including potential loss of capital.
See the audited track record.
See What Diversification Looks Like →