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Resources

The Cache Companion

Explore expert insights and practical strategies to help manage your concentrated stock positions.

Exchange Funds
Long/Short
Stock Management
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Cache Updates
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2024 in Review: A Year of Growth and (Out)Performance
2025 Wrapped: Scaling to $1B+ With Precision — and What’s Next
5 Effective Ways to Diversify a Concentrated Stock Position
Accredited Investors and Qualified Purchasers Made Simple
Announcing our ‘Flagship Series’ Exchange Funds for Qualified Purchasers
Announcing our Series A to make sophisticated investing more accessible
Cache Exchange Funds Q3 2025: Official Results
Cache Long/Short vs. Frec Long Short Direct Indexing
Cache Reinvents the Exchange Fund with ETF Rebalancing in New S&P 500 Fund
Cache Surpasses $1 Billion in Assets: How We Reawakened a Dormant Category
Collar Advance: A Simpler Approach to Variable Prepaid Forward Contracts
David’s Story: Finding a Better Path Out of a Concentrated Position
Direct Indexing in 2026: Basics, Tradeoffs, and Comparisons
Eric’s Journey: How Cache Helped Protect Wealth as the Market Turned
Exchange Funds vs 351 ETF Conversions: Key Differences for Investors
Exchange funds vs. direct indexing for large stock positions
From Startup Stock to $15 Million Tax-Free: QSBS Explained for 2026
From Tesla Rollercoaster to Portfolio Balance: How Cache Transformed One Investor's Wealth Strategy
How Cache Built the Modern Exchange Fund with 99% Correlation
How Cache secures your assets while protecting your wealth
How do exchange funds work? The ultimate guide
How much of one stock should you hold?
How to reduce your capital gains taxes when selling appreciated stocks
Introducing Cobol: Cache's S&P 500 Growth Exchange Fund for Accredited Investors
Introducing the Cache Exchange Fund: Making tax-deferred diversification broadly accessible
Larry’s Story: Using Exchange Funds to Stay Diversified and In Control
List of exchange funds — providers and product details
List of Tax-Aware Long/Short Providers
Managing concentrated stocks? Understand the risk and strategies
Managing Tax Drag When Diversifying Your Portfolio
Meet the Cache Investment Team
Optimizing IRA Rollovers with NUA: Turn Employer Stock into Tax Alpha
Six Months Later: Cache Exchange Fund Performance Update
Stock lending: How to earn passive income from your stocks
Tax‑Aware Long-Short Investing, Explained
The Cache Aperture: what it is, how it works, and when the next one opens
The Hidden Risk in Your Portfolio, and How to Fix It
To sell or not to sell (your RSUs)? Consider these key factors.
Two Paths to Tax-Efficient Diversification: Exchange Fund and Tax-Aware Long/Short
Understanding Equity Compensation: An Employee's Guide
What is an Exchange Fund?
Why a Former Reddit and Pinterest Exec Turned to Cache to Build Long-Term Wealth
Why Every Investor Should Consider A Donor-Advised Fund
Why Exchange Funds Hold Real Estate: The 20% Qualifying Asset Rule, Explained
Why Savvy Advisors Lead with Tax Strategies

Featured articles

Learn the basics

What is an Exchange Fund?

Get into the details

How do exchange funds work? The ultimate guide

Setting a new standard

How Cache Built the Modern Exchange Fund with 99% Correlation

Launch to $1B

Cache Surpasses $1 Billion in Assets: How We Reawakened a Dormant Category

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Stay up-to-date with latest insights
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Stories we're following

Quiet Capital

Can Silicon Valley’s Equity Playbook Power the New American Dream?

Can Silicon Valley’s Equity Playbook Power the New American Dream?

Crunchbase

Cache Raises $12.5M For Exchange Fund To Help Tech Workers Diversify Company Stock Without Tax Pain

Cache Raises $12.5M For Exchange Fund To Help Tech Workers Diversify Company Stock Without Tax Pain

The Economist

The Economist profiles the booming industry of tax-aware investing

The Economist profiles the booming industry of tax-aware investing

Wall Street Journal

WSJ's Intelligent Investor Profiles Cache Exchange Funds

WSJ's Intelligent Investor Profiles Cache Exchange Funds

Advisor Perspectives

Demystifying Exchange Funds

Demystifying Exchange Funds

Bloomberg Markets The Big Take

Wall Street’s ‘Tax Alpha’ Trades Are Saving Rich Investors Billions

Wall Street’s ‘Tax Alpha’ Trades Are Saving Rich Investors Billions

Animal Spirits

Animal Spirits: A 25 Year Bull Market

Animal Spirits: A 25 Year Bull Market

Bloomberg

Cache's Swap Fund Seeks to Help Tech Millionaires

Cache's Swap Fund Seeks to Help Tech Millionaires

Barron's

Exchange Funds Are Gaining Attention as a Way to Minimize Risks in an Appreciated Portfolio

Exchange Funds Are Gaining Attention as a Way to Minimize Risks in an Appreciated Portfolio

Business Insider

Big Tech paid me with stock and I became unsettled about risks to my net worth. I left to build a solution.

Big Tech paid me with stock and I became unsettled about risks to my net worth. I left to build a solution.

Bloomberg's Money Stuff by Matt Levine

Tech Employees Want to Diversify

Tech Employees Want to Diversify

Excess Returns

Too Much Google, Tesla, Nvidia? | Wes Gray & Srikanth Narayan Explain a Smarter Way Out

Too Much Google, Tesla, Nvidia? | Wes Gray & Srikanth Narayan Explain a Smarter Way Out

Family Wealth Report

Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache

Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache

Forbes

Tackling Concetration Risk with Exchange Funds and Direct Indexing

Tackling Concetration Risk with Exchange Funds and Direct Indexing

Nasdaq

Meet the First Exchange Fund for Growth Investors

Meet the First Exchange Fund for Growth Investors

Wealth Briefing

Equity Concentration Risk And How To Solve It

Equity Concentration Risk And How To Solve It

WealthManagement.com

Backed by $8.5M in Seed Funding, a Startup Aims to Popularize Exchange Funds

Backed by $8.5M in Seed Funding, a Startup Aims to Popularize Exchange Funds

Videos

Featured
Reviews
How It Works
FAQ

Cache Exchange Fund Review: A Former Tesla Leader on Diversifying After a Decade

Cache Exchange Fund Review - Joel Meek, Finance and Operations Executive

Cache Exchange Fund Review: A Private Markets Investor on Finding a Flexible Exchange Fund

Cache Exchange Fund Review - Steve Stroud at Three Bell Capital

Cache Exchange Fund Review - Suhas Joshi from Prospero Wealth

Cache Exchange Fund Review - Ian Wymore at Compound Planning

Cache Exchange Fund Review: An Engineer on Finding a Diversification strategy that worked for him

Cache Exchange Fund Review: A Silicon Valley Investor's Experience

Cache Exchange Fund Review: From Daily Stock Anxiety to investing confidently

See all Reviews videos

Exchange Fund How It Works

Collar Advance How It Works

Long/Short How It Works

Aaron's Cache Story

Can investors join Cache directly, or only through an advisor?

History of exchange funds

How can Cache help me grow my practice?

How can my firm onboard with Cache?

How do I position Cache with my clients, and when should I bring it up?

How do advisors help their clients join the Cache Exchange Fund?

How does Cache manage the 20% real estate requirement?

How does it compare to a sell and reinvest strategy?

See all FAQs videos

Guides & Articles

Exchange Funds
Long/Short
Stock Management
Financial Planning
Cache Updates
Stay up-to-date with latest insights
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Long/Short

Learn how a long/short strategy can help you diversify a highly appreciated portfolio while minimizing the tax impact along the way.

What is Tax-Aware Long-Short?

Tax‑Aware Long-Short Investing, Explained

Two Paths to Tax-Efficient Diversification: Exchange Fund and Tax-Aware Long/Short

Comparison

List of Tax-Aware Long/Short Providers

View all

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