The cashless exercise of regular stock options is a simple method of capturing benefits. Many executives have company stock options as a part of their compensation package. It is often difficult to find the funds available to exercise these stock options. The corporate executive is then faced with attempting to borrow the funds from conventional sources at high interest rates to exercise their stock options. With our program for the cashless exercise of stock options, the funds are loaned for the length of time it takes to complete the exercise of the stock options and liquidate the acquired stock.
Interest rates are well below traditional sources.
We take a complicated process and make it quick and simple, allowing the executive to concentrate on his job. This allows executives to diversify their largest investable assets to positions more consistent with their personal goals and objectives. As Registered Investment Advisors, we implement a comprehensive process to assist the executive with a strategic, result-oriented investment plan for the future.