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Review these primary goals in potentially transitioning an account:

  • •  Migrating a portfolio closer to a benchmark in an attempt to improve risk-adjusted return
  • •  Lessening exposure to a concentrated position in an attempt to reduce single position or overall portfolio risk through portfolio reallocation
  • •  Lessening exposure to a concentrated position in an attempt to reduce single position or overall portfolio risk through hedging
  • •  Transitioning from an equity portfolio to a multi-asset class or asset allocation strategy to reduce risk
    or increase income
  • •  Providing greater income while maintaining an equity-only strategy
  • •  Implementing the adoption of a portfolio that includes Environmental, Social and Corporate Governance (ESG) guidelines
  • •  Capturing potential tax benefits through loss harvesting to offset gains to apply within this portfolio
  • •  Capturing potential tax benefits through loss harvesting to offset gains to apply outside this portfolio