Titan Diversify™

Move out of your concentrated stock without a giant tax bill.

Diversify is a direct index built around your concentrated position and the S&P 500. As individual stocks in the index close at a loss, we harvest those losses and use them to offset the gains from selling your shares. Each sale moves money into the index, which gives it more stocks to harvest from the next time.

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Resources

Guides, market insights, and explainers on equity comp, taxes, and investing, written by our wealth and investment teams.

Resources

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