Much of your financial future
tied to one or two stocks?

Cache has built THE PERFECT PRODUCT for tech professionals with concentrated stock positions — and their client service is second to none.

Cache enables investors like our clients to eliminate single stock risk without paying a hefty diversification tax.

The transparency in pricing and simplicity in design makes sophisticated investing straightforward and user-friendly.

It’s a welcome departure from traditional exchange funds. Our clients can diversify concentrated positions and keep exposure to the growth sector.

Cache provides a simple and accessible approach to diversifying post-IPO stock that many lifelong tech workers never knew existed.

Cache has put together an experienced, professional team that brings the tax efficient strategies of the ultra-wealthy to the masses.

I tried to do an exchange fund before Cache, and it was like trying to join a cult. Little info, little transparency, and little confidence with cost and charges. Cache changed all that!

Ever since I learned about exchange funds I've been looking for something like Cache - a simple, transparent and accessible product to diversify tax efficiently.

Cache has broadened access to a product that has historically been exclusive and expensive, and it is unable to take our client assets. It's a huge addition to our concentrated position playbook.