Your Code is Bulletproof. Your Portfolio is a Single Point of Failure.
You’ve accumulated a mix of RSUs, options, and cash. But now you’ve fallen into the “Company Stock and Index Fund Trap.”
THE GLITCH:
CONCENTRATION RISK
If your company stock drops 20%, does your net worth drop 20%? That’s bad architecture.
LOW FAULT TOLERANCE
Passive index funds ride the market up, but they also ride it all the way down.
TAX INEFFICIENCY
THE FIX:
TIMED DECOUPLING & DIVERSIFICATION
DOWNSIDE PROTECTION
Hurley Investments uses smart diversification and protective strategies (like collars and protective puts) to limit your losses. If the market crashes, your portfolio is designed to catch itself, not freefall.
AVOID SHORT TERM CAPITAL GAINS TAX
Timing is everything. Hurley Investments reduces your short term capital gains tax quietly in the background.
THE BOTTOM LINE:
I focus on helping Tech Professionals. You’re busy. You don’t need a cheerleader; you need a strong, consistent strategy working for you in the background — while you focus on your job.
I know how your RSUs work, I know the tax implications, and I know how to protect what you’ve built. The team at Hurley Investments has decades of experience and an excellent track record working to protect your assets.
Ready to pay down your financial technical debt? Let’s look at your current plan and debug your investment strategy.
Book a free 20-30 minute, no-obligation, “Portfolio Review” session. We’ll look at your current vulnerabilities and explain how Hurley Investments can help you protect your portfolio.