Too much of your net worth in one or two stocks?

Savings
401k/

IRA
Personal

Investments
$
Real
Estate

Diversify without a giant tax bill.

Optimize your portfolio with the Cache Exchange Fund. Reduce your risk immediately without a huge upfront cost.

SEC registered
Secure & private
Get the details
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Join thousands of shareholders from over 250 top companies

  • AVGO
  • GOOG
  • AAPL
  • MSFT
  • ADBE
  • AVGO
  • GOOG
  • AAPL
  • MSFT
  • ADBE
  • AVGO
  • GOOG
  • AAPL
  • MSFT
  • ADBE
  • SNOW
  • META
  • TSLA
  • AMZN
  • ABNB
  • SNOW
  • META
  • TSLA
  • AMZN
  • ABNB
  • SNOW
  • META
  • TSLA
  • AMZN
  • ABNB
See our reservations leaderboard
NVDA
AAPL
META
GOOG
MSFT
UBER
Check if you're a match

Protect your hard-earned wealth with the Cache Exchange Fund

  • Take your winnings off the table

    Secure a brighter financial future by moving your risky concentrated position to a safer diversified fund.

  • Invest 100% of your
    pre-tax dollars

    Keep all of your investment working for you. We help you diversify now and defer capital gains taxes until you need liquidity.

  • Stay focused on
    growth

    Exchange your stocks for a portfolio benchmarked to the Nasdaq-100, home to the most innovative companies today, including the Magnificent Seven.

Built for your large stock positions

Access exclusive strategies once reserved for the ultra-wealthy.

Watch our intro

See why a growing number of tech employees choose Cache

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

Suhag

Former Director and GM, Amazon

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

Aaron White

Chief Growth Officer, Adero Partners

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

Kintan Brahmbhatt

CEO and Co-Founder, Olto.com

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

John Porter

CEO at Three Bell Capital

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

Thomas Chen

CTO at Supaglue and Ex-Uber Engineer

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

R Singh

Ex-Google

The individuals above are current investors in the Cache Exchange Fund and are not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and the above individuals comments may not be representative of any other person’s experience with the firm.

Representatives of Adero Partners and Three Bell Capital are not direct clients of Cache Advisors LLC, but collaborate with Cache Advisors LLC on behalf of the firm’s clients. No compensation has been provided for sharing their opinion and experience with our firm.

Handpicked products to help you make the most of your stocks.

Your Stocks

Earn income from your idle stocks

Start Stock Lending
$MSFT

Borrow up to 90% on your stocks

Check Out Collar Advance

Your peace of mind? Always top of mind

  • Registered and regulated

    We've built Cache in strict accordance with regulations. Cache is an SEC-registered Broker–Dealer and Investment Advisor.

    Redeem requirements
  • 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.

    Redeem requirements
  • Exceptional asset safety

    We don’t hold your assets. Our funds are held at BNY Mellon, the largest custodian bank. Brokerage assets are held at Apex, a leading clearing broker powering many modern investment platforms.

    Redeem requirements
  • Appropriately insured

    Your money is protected. Every Cache account and exchange fund is protected by SIPC up to $500K in stocks, plus private insurance from our custodian. FDIC Sweep insures up to $5M in cash.

    Redeem requirements

A bespoke brokerage, built for you

Our team worked at major tech firms, where we faced the problem of concentrated stocks 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.

Our diverse team comprises investment experts, financial operations specialists, seasoned compliance professionals, and a top-tier product development team.

$100K managed for free for you and your friend.

How referrals work

For each successful referral, we'll waive management fees on $100,000 of your investments for one year. Refer more people and your discount will grow. If the discounts you accumulate cover your entire investment amount, we'll apply any unused discount to the following year.

Feel free to share your referral link however you choose — including social media — as long as your friend comes through your link, we'll give you credit for them.

A “successful referral” is when an eligible investor enrolls via your invite link to explore participation in the Cache Exchange Fund. Your friend will also get $100,000 managed for free for a year.

Tell your friends about Cache and get $100k managed free for a year for every friend you refer. See how it works

How referrals work

For each successful referral, we'll waive management fees on $100,000 of your investments for one year. Refer more people and your discount will grow. If the discounts you accumulate cover your entire investment amount, we'll apply any unused discount to the following year.

Feel free to share your referral link however you choose — including social media — as long as your friend comes through your link, we'll give you credit for them.

A “successful referral” is when an eligible investor enrolls via your invite link to explore participation in the Cache Exchange Fund. Your friend will also get $100,000 managed for free for a year.

Most wanted stocks

Refer friends with these stocks, and get higher amounts managed for free.

MSFT

Microsoft

$300K

AVGO

Broadcom

$100K

ADBE

Adobe

$100K

NFLX

Netflix

$100K