Too much of your net worth in one or two stocks?
IRA
Investments
Estate
Diversify without a giant tax bill.
Optimize your portfolio with the Cache Exchange Fund. Reduce your risk immediately without a huge upfront cost.
Join thousands of shareholders from over 350 top companies
Funded by the best investors in technology and finance
- 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
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 dollarsKeep all of your investment working for you. We help you diversify now and defer capital gains taxes until you need liquidity.
Stay focused on
growthExchange your stocks for a portfolio benchmarked to the Nasdaq-100, home to the most innovative companies today, including the Magnificent Seven.
Featured in
Built for your large stock positions
Access exclusive strategies once reserved for the ultra-wealthy.
See why a growing number of investors choose Cache
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.
Diversify without a giant tax bill
Earn income from your idle stocks
Borrow up to 90% on your stocks
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 requirementsSecure 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 requirementsExceptional 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 requirementsAppropriately 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
Make better decisions for your large stock positions with Cache.
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.
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.
Microsoft
$200K
Amazon
$200K
Adobe
$200K
Tesla
$200K