Monetization strategies help you access cash when you need it.
The risk of allowing your assets to remain tied up and unavailable can be significant. The professionals at Fifth Third Private Bank can offer solutions for cost-effectively monetizing your assets that help you access cash.
Our professionals work closely with you to help find the best way for you to access funds.
Your wealth may be tied up in low-basis stock that you do not want to sell because of the tax impact. Perhaps the majority of your assets are invested in your company or in illiquid assets. Or, you have a large number of options that cannot be exercised yet, but you need liquidity.
Because every situation is unique, our professionals work closely with you to understand your specific needs and develop a solution tailored to your circumstances. This can help you to protect and make the most of your hard-earned assets.
Asset Allocation, Alternative Investment and Hedging/Diversification strategies are intended to mitigate the overall risk within your portfolio. Some strategies may be subject to a higher degree of market risk than others. An investor should understand the costs, cash flows and risks inherent in a strategy prior to making any investment decision. There are no guarantees that any strategy presented will perform as intended.
The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.
Fifth Third Private Bank is a division of Fifth Third Bank offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor. Registration does not imply a certain level of skill or training.
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