A concentrated stock position is a common problem.
Company shares, an early bet that worked, an inheritance that grew.
The private wealth industry has long had specialized tools for managing it.
But historically, most were built for the very wealthy.
With a concentrated stock position, most investors assume they only have two options:
Selland
pay high taxes
Holdand
carry too much risk
We’re changing that.
Forward builds a personalized direct index around the stock you already own, in your own account, and sells the position down at a pace you choose. We use direct indexing to seek tax efficiency, harvesting losses where appropriate to offset the gains.
Meet the founder
“Most advice treats a concentrated position as one decision: sell or hold. It’s really a hundred small ones, made over time, and each one should count.”
Dillon Ferguson, CFP®Founder & CEO
Dillon has spent more than 15 years in wealth management and fintech, as a product leader at LearnVest, Zoe Financial and Domain Money. He started Forward to give people with a concentrated stock position a better way out: a plan built around what they own, at a pace they choose.
