Protect your gains, retain upside.
APPRECIATED STOCK · OPTIONS COLLARS
A tailored hedge on an appreciated single-stock position — downside protection where you want it, continued participation in further appreciation, and the flexibility to diversify on your timeline, without triggering the gain.
Your goals, our expertise
STOCK SOLUTIONS
- Tax optimization: Delay and mitigate tax impacts through disciplined gain/loss realization tailored to your bracket.
- Risk & diversification: Variable risk exposure, diversification, and managed exit options for concentrated positions.
- Liquidity: Multiple cashless hedging and low-cost borrowing options available to qualified clients.
Go deeper
- The explainer — Hedge101.com: Why hedge appreciated stock with an options collar? The plain-English walk-through — protection, participation, and the tax mechanics.
- The visualizer — Stock Hedging Visualizer: Model a $0-premium collar on your position: Monte Carlo paths, collar pricing, borrowing capacity, and skew.
Need liquidity instead of (or alongside) protection? See portfolio borrowing at rates near Treasury yields.