Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

from The Business Brew · host Bill Brewster

Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative.Find Wes at:Twitter: https://x.com/alphaarchitectRIA/blog/education: http://alphaarchitect.comETFs: http://funds.alphaarchitect.comWhite label ETF: http://etfarchitect.com

Episode metadata supplied by the publisher feed · Published Jun 25, 2025

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Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

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