Liquidity Events

What is the difference between an RSU and an ISO? What are the tax impacts of selling my stock options? Do I need a 10b5-1? I am bullish on my company stock, but want to reduce my concentrated position and overall risk, what are my options? These are some of the most frequent questions we get from clients. We’ll help you analyze your vesting schedules and create a plan that aims to meet all of your objectives.

Claro Advisors, LLC
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Boston, MA 02110

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use.