Client Profile: A 35-year-old technology executive with a high income, substantial savings, and a long-term goal of aggressive wealth accumulation. The client had a high-risk tolerance and wanted to maximize growth over the next 20-25 years.

Challenge: The client's portfolio was overly concentrated in his own company's stock, exposing him to significant single-stock risk. He lacked the time and expertise to research new investment opportunities and manage diversification effectively.

Solution: I conducted a comprehensive Strategic Planning session to outline his long-term financial goals. We then initiated a phased strategy to sell a portion of the concentrated stock position and reallocate the proceeds into a diversified Portfolio Management structure. This portfolio included a mix of high-growth technology stocks, emerging market equities, and private equity funds to capture potential upside while mitigating concentration risk.

Results: The new portfolio reduced single-stock exposure by over 60% within 18 months. The diversified holdings provided strong, consistent growth, outperforming the S&P 500 while substantially lowering the client’s overall risk profile.