Client Stories

Roma spent her career at Netflix, Apple, and Twitter. Her household held concentrated positions across six major tech stocks. It took seven years from first considering exchange funds to actually acting. Here's what finally changed.

Bikash is an engineering leader who spent years at Meta. His equity ended up concentrated across three of the most volatile stocks of the past five years: Meta, Tesla, and Apple. Here's how he evaluated his options and made the move.

Rohit is the CISO at Yext. For years, he woke up every morning and checked his stock price first thing. That habit was the signal that concentration had become something he carried with him daily. Here's how he changed that.

Jonathan spent nearly a decade at Microsoft. He took a sabbatical just to research his options. Traditional exchange funds wanted millions. Then a peer told him Cache was a scam. He invested anyway — and his portfolio beat Microsoft by 5-6% in the first year.

Rajesh spent five years thinking about how to diversify his concentrated positions. Traditional exchange funds were expensive and opaque. He ended up diversifying two of his three positions through Cache — and wishes he'd done the third.

Vinay had 95% of his equity in one company. His advisor told him to diversify aggressively. But every option he found — Morgan Stanley, Schwab — had high minimums and rigid timelines. Then he found Cache.

Gagan spent fourteen years at Netflix, rising to VP of Engineering. His wife built a concentrated position at Meta. Together, their household carried exposure to two of the largest technology companies in the world. This is the story of how they approached diversification as a family.

In 2001, Joel bought 500 shares of Apple at $14 a share. A $7,000 bet on a newsletter tip. Somewhere along a 40-year career as a pastor, that bet became over a million dollars. This is the story of what he did next.