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Announcing our Series A to make sophisticated investing more accessible
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All in Exchange Funds

Recent
Guide

How Cache Built the Modern Exchange Fund with 99% Correlation

Curious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025.

From Tesla Rollercoaster to Portfolio Balance: How Cache Transformed One Investor's Wealth Strategy

After years at a high-growth tech company, David Zhang, a Tesla executive, found himself with a concentrated Tesla position and a growing sense of financial vulnerability. He knew diversification was necessary, but the path to get there wasn’t clear.

Eric’s Journey: How Cache Helped Protect Wealth as the Market Turned

Read a real-life case study of a former Tesla executive -- how he used Cache to defer a $388K tax bill—and come out $278K ahead as markets turned volatile.

Exchange Funds vs 351 ETF Conversions: Key Differences for Investors

Discover the key differences between exchange funds and 351 exchanges, their unique structures, and the scenarios where each strategy excels. Gain insights to optimize your investment approach and achieve tax efficiency.

Exchange funds vs. direct indexing for large stock positions

Learn the best way to manage your concentrated stock position. Tax-deferred diversification doesn’t have to be hard.

List of exchange funds — providers and product details

Who offers exchange funds? And how do these products differ? Learn about the providers and product details.

1
Introduction

What is an Exchange Fund?

Exchange funds take stocks from multiple investors and pool them into a single fund, giving each investor a stake in the fund. Learn exchange fund requirements and whether they’re right for you.

1

How Cache Built the Modern Exchange Fund with 99% Correlation

Curious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025.

2
Essentials

How do exchange funds work? The ultimate guide

How do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here.

3
Comparison

List of exchange funds — providers and product details

Who offers exchange funds? And how do these products differ? Learn about the providers and product details.

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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