Do you need real help with your investments?
I2I Consulting Services design customized solutions for individuals whose wealth is concentrated into one or a few major equity positions. We are solution architects that create a unique step by step plan for individuals to reduce single stock risk, enhance overall income, and minimize the tax burden associated with holding concentrated positions. The majority of our consulting clients are either top-tier executives whose wealth is concentrated mainly in their corporate stock and stock options, inheritors of large stock positions as part of an estate distribution, or investors whose private business investment resulted in a successful public offering which created a large equity holding.
True Wealth Management
I2I Analytics manages portfolios to the specific needs of high net worth individuals who seek to earn consistently higher rates of return. The objective of our portfolio management strategy is to limit the volatility inherent in equities, while sacrificing less of the higher equity returns than hybrid investments. We aim to provide an efficient trade-off between risk and reward where risk is characterized by volatility or fluctuations in value over time. Our typical client portfolio starts with a large concentrated common stock position which we protect and diversify using common derivative products, such as call and put options.