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All in Long/Short

Recent
Guide

Cache Long/Short vs. Frec Long Short Direct Indexing

Compare Cache and Frec. Tax-aware long/short strategies that differ on portfolio management, custody, leverage flexibility, and live track record. Here's how to compare them.

List of Tax-Aware Long/Short Providers

Who offers tax-aware long/short strategies? Compare providers like AQR, Quantinno, Aperio, Frec, and Cache on fees, minimums, custody, and direct access.

Two Paths to Tax-Efficient Diversification: Exchange Fund and Tax-Aware Long/Short

Learn how Exchange Funds and Tax-Aware Long/Short strategies work together to diversify concentrated stock positions tax-efficiently. Compare costs, liquidity, time horizons, and see which lots fit each tool.

Tax‑Aware Long-Short Investing, Explained

Discover how tax‑aware long-shorts or long-short direct indexing boosts tax-loss harvesting, offsets gains, and overcomes portfolio lock-in for taxable investors.

2
What is Tax-Aware Long-Short?

Tax‑Aware Long-Short Investing, Explained

Discover how tax‑aware long-shorts or long-short direct indexing boosts tax-loss harvesting, offsets gains, and overcomes portfolio lock-in for taxable investors.

3
Comparison

List of Tax-Aware Long/Short Providers

Who offers tax-aware long/short strategies? Compare providers like AQR, Quantinno, Aperio, Frec, and Cache on fees, minimums, custody, and direct access.

3
Comparison

Cache Long/Short vs. Frec Long Short Direct Indexing

Compare Cache and Frec. Tax-aware long/short strategies that differ on portfolio management, custody, leverage flexibility, and live track record. Here's how to compare them.

Cache Financials, Inc. (“Cache”) operates this website. Cache Securities LLC (“Cache Securities”) is a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). SIPC protects securities customers of its members up to $500,000, including $250,000 for claims for cash. Additional information, including an explanatory brochure, is available at www.sipc.org. Information about Cache Securities is also available through FINRA BrokerCheck at https://brokercheck.finra.org. Information about Cache Advisors is available at: https://adviserinfo.sec.gov/

Cache Securities provides brokerage services to self-directed customers, including securities lending and securities trading (sell transactions). Cache Securities does not provide investment advice, analysis, or recommendations. Clearing, execution, and settlement of securities transactions are provided by Apex Clearing Corporation, a member of FINRA and SIPC.

Cache Advisors LLC (“Cache Advisors”) is an investment adviser registered with the SEC. Registration with the SEC does not imply a certain level of skill or training. Cache Advisors is a wholly owned subsidiary of Cache Financials, Inc. Cache Advisors provides discretionary investment advisory services to certain pooled investment vehicles and managed programs, including the Cache Exchange Funds and the Cache Long Short Program, as described in its Form ADV. Advisory services are available only to U.S. residents in jurisdictions where Cache Advisors is registered.

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