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Almost every advisor is in the business of allocating assets. What changes from advisor to advisor is the process used to allocate those assets.
Wealthy clients sometimes wind up with a concentrated stock position dominating their portfolios. Help them think through and implement strategies to minimize the risk of an undiversified portfolio.
Large single-stock holdings carry two to three times the volatility of the stock's respective asset class. But many advisors are forgetting this point and exposing clients to undue risk.
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