Over 10% of your portfolio in a single stock?
Diversify, monetize, and borrow without a sale
Get access to advanced products used by the ultra-wealthy to manage large stock positions.
Over 10% of your portfolio in a single stock?
Get access to advanced products used by the ultra-wealthy to manage large stock positions.
Working with employees from
Working with wealth managers at
Exchange Funds
Invest in quality portfolios
Over the last 30+ years, the NASDAQ-100 has grown at an annual rate of 14.74%, outperforming the S&P 500.
1 year
-24.72%
5 years
13.95%
10 years
15.91%
30 years
14.74%
The Cache Exchange Fund lets you diversify your holdings and track the long-term performance of NASDAQ-100
Nasdaq-100 Performance (Avg Annual Return)
Over the last 30+ years, the NASDAQ-100 has grown at an annual rate of 14.74%, outperforming the S&P 500.
1 year
14.72%
5 years
13.95%
10 years
15.91%
30 years
14.74%
instead. All without a giant tax bill.
Stock Lending
Turn equity into earnings with minimal risk. Cache lets you lend equity and passes most of the revenue to you.
Collar Advance
With the Cache Collar Advance, you can borrow what you need for life’s big purchases—all with deferred taxes, upside participation and certain protection against market turbulence.
Tax-Optimized Sales
Whenever you need to sell, our algorithms recommend optimal stock lots to sell and minimize your taxable gains.
Our brokerage offers products to optimize your entire large stock position. Unlock the ultra-wealthy playbook and build a strategy that best fits your needs.
Registered with SEC
We've built Cache in strict accordance with current security and tax laws.
Cache is a Broker–Dealer and Investment Advisor registered with SEC and member of FINRA. We’ve worked closely with preeminent law firms and regulatory firms to make sure our products are compliant.
Exceptional asset safety
We do not hold your assets.
Our exchange funds are held at BNY Mellon, the world's largest custodian bank. Brokerage assets are held at Apex, the leading clearing broker used by Robinhood, Ally, Wealthfront, and more. Our deep partnerships with battle-tested providers assure asset safety.
Appropriately insured
We ensure your peace of mind.
Your Cache account and exchange funds are each protected by SIPC up to $500K in stocks. Our custodian (BNY Mellon) and clearing broker (Apex) have ample private insurance atop SIPC to protect you for any unforeseen losses above the SIPC limits.
Secure and private
We take your security and privacy very seriously.
Your data is encrypted at rest and in transit using 256-bit AES encryption. All system access requires multi-factor authentication. And we will never monetize your private data.
Cache has built a compelling set of products for folks holding a large stock position, freeing strategies only available through a private wealth advisor. Their product is spot-on for their audience.
Gokul Rajaram
EXEC at DOORDASH, Board member at pinterest and coinbase, CACHE INVESTOR
Cache makes it simple for those with concentrated stock positions to diversify. For tech employees, it's a no-brainer. Use Cache to achieve a diversified portfolio without selling stock and incurring capital gains taxes.
Judy Abad
MARKETING LEADER at WHATSAPP, EARLY EMPLOYEE AT FACEBOOK AND SLACK
Whether your company IPO'ed 10 years ago or yesterday, Cache is a broker that provides incredible tools for diversifying your stock and growing wealth. Their product is well designed, accessible to all accredited investors, and built with deep research on tax-efficient investing.
Michael Bloch
PARTNER AT QUIET CAPITAL, EARLY EMPLOYEE AT DOORDASH, CACHE INVESTOR
Our team has worked at major tech firms, where we faced the problem of concentrated stock first-hand.
And while the world of private wealth had specialized products for this issue, they were inaccessible to most of us. To change that, we created Cache.
Cache Advisors LLC (“Cache Advisors”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. Cache Advisors is a wholly-owned subsidiary of Cache. Cache Advisors’ investment advisory services are available only to residents of the United States in jurisdictions where Cache is registered. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Cache Advisors’ investment advisory services. Please refer to Cache Advisors’ Form ADV for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Cache Advisors.
Cache Securities LLC (“Cache Securities”) is a broker-dealer registered with the SEC, and is a member of the Financial Industry Regulatory Authority Inc. (“FINRA”) and of the Securities Investor Protection Corporation (“SIPC”), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). For additional information and an explanatory brochure, please see www.sipc.org. Cache Securities provides security trading to self-directed customers. Cache Securities is a wholly-owned subsidiary of Cache. Additional information about Cache Securities can be found on FINRA’s BrokerCheck. Clearing, execution and settlement of securities transactions is provided by Apex Clearing Corporation (“Apex”). For additional information on Cache Securities, please visit BrokerCheck at https://brokercheck.finra.org/
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