Case Studies
See all Case Studies in our Library
Diversifying around a concentrated stock position

Greycourt has worked with this family for the past 11 years. They were introduced to Greycourt by one of their advisors who previously worked with a large trust bank.

Partnering with the family and its trustees, we have helped to diversify their concentrated stock position (the primary source of wealth), construct portfolios in an optimal manner around the remaining stock and design an overall wealth strategy that is focused on the family’s primary goal of growing future generations’ purchasing power without incurring undo degrees of risk.

The family has also begun to express interest in impact investment strategies and Greyourt has assisted them in identifying impact strategies that work with the overall investment program designed for them.

Download Case Study

All statements concerning future market or economic trends are the opinions of Greycourt’s investment professionals. The statistical information presented in this report has been obtained from independent sources as noted. While Greycourt believes these sources to be reliable, Greycourt has not independently verified this information. Past performance does not guarantee future results. Your account value will fluctuate, and may be worth more or less than the amount originally invested.

This material may not be reproduced or redistributed without Greycourt’s express consent. All information contained herein is deemed to be factual to the best of Greycourt’s knowledge. None of the material contained in this package should be construed as a recommendation for a specific investment or strategy; this is not an offer to buy or sell securities.