Exchange Fund
Diversify your large stock position by pooling it with other investors into a common fund. Each fund is built around a benchmark index.
Long/Short
An institutional strategy to help manage taxes as you transition a highly appreciated portfolio.
Collar Advance
Borrow against stocks at rates lower than a standard mortgage rate. Get protection against risk, unlike other
The Cache Companion
Expert insights and practical strategies to help manage your concentrated stocks.
Top Articles
What’s an Exchange Fund?
Cache Exceeds $1 Billion in Assets
How do exchange funds work?
Optimize tax drag in your portfolio
Calculators
Exchange funds at Cache close twice a month.
Expert insights and practical strategies to help manage your concentrated stocks
Launch to $1B
Setting a new standard
Learn about our newest fund
Try our calculator