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Announcing our Series A to make sophisticated investing more accessible
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All in Cache Updates

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Announcing our Series A to make sophisticated investing more accessible

Cache raises Series A to make exchange funds and other tax-efficient strategies accessible to investors with concentrated stock positions — from employees to founders and family offices.

Cache Reinvents the Exchange Fund with ETF Rebalancing in New S&P 500 Fund

A breakthrough structure enables higher capacity than traditional funds, with tighter tracking goals, and faster diversification. All with lower fees and minimums.

2024 in Review: A Year of Growth and (Out)Performance

Discover how Cache Exchange Funds achieved exceptional performance in 2024, surpassing the Nasdaq-100 benchmark with superior risk-adjusted returns, while allowing for faster diversification, lower fees, and lower minimums. Explore our innovative approach to democratizing exchange funds.

Six Months Later: Cache Exchange Fund Performance Update

Curious to learn how the Cache Exchange Fund is performing? Read our Q3 update to learn about the official performance numbers, and our investors testimonials.

Announcing our ‘Select’ Exchange Funds for Qualified Purchasers

Discover the newest Cache Exchange Fund: built for qualified purchasers, including corporate executives, private wealth clients, family offices, and other high-net-worth individuals.

Introducing the Cache Exchange Fund: Making tax-deferred diversification broadly accessible

Now tax-deferred diversification is broadly accessible. We’ve brought a product used by the ultra-wealthy to anyone with a large stock position.

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Performance

2024 in Review: A Year of Growth and (Out)Performance

Discover how Cache Exchange Funds achieved exceptional performance in 2024, surpassing the Nasdaq-100 benchmark with superior risk-adjusted returns, while allowing for faster diversification, lower fees, and lower minimums. Explore our innovative approach to democratizing exchange funds.

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Funds

Announcing our ‘Select’ Exchange Funds for Qualified Purchasers

Discover the newest Cache Exchange Fund: built for qualified purchasers, including corporate executives, private wealth clients, family offices, and other high-net-worth individuals.

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About Cache

How Cache secures your assets while protecting your wealth

Learn about the steps we've taken to build and maintain trust in our platform.

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.
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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/

Cache Financials Inc. (“Cache”), which operates this website is neither a registered broker-dealer nor a registered investment adviser. Cache Financials does not give any investment advice, analysis, or recommendations with respect to any securities. By accessing this website, you agree to be bound by our terms of service and privacy policy.

This website contains endorsements from third-parties who are not current clients of Cache Advisors or investors in a private fund managed by Cache Advisors and represent their opinion at the time such statements were given. No compensation was paid in connection with such endorsements. Certain endorsements are by individuals who are investors in Cache, indicated as 'Cache Investor'. Such individuals have an indirect financial incentive to endorse Cache Advisors LLC to increase the value of their investment.

Please visit Investment Adviser Platform Disclaimer for important disclosure regarding Cache Advisors, LLC’s services through the website, as well as our legal disclosure library for additional terms and conditions and other important disclosures.
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