Stock Option Services

For over 20 years, we have helped executives exercise their stock options.  Whether you are exercising non-qualified or incentive stock options, our experienced team will handle all the details including coordinating with your company and meeting all necessary legal and compliance requirements.

Options are most often exercised on a cashless basis, requiring the sale of stock to occur simultaneously with the option's exercise.  If you wish to maintain ownership of the stock, you can sell just enough stock to cover the exercise cost and taxes, keeping the remaining shares in your account.

We will work with you to develop an option exercise strategy that compliments your overall investment objectives and needs.