Before I founded Cache, I surveyed hundreds of friends and colleagues and found that they struggled to manage their large stock positions. We had identified an important problem people needed help with and a solution they described as a ‘no-brainer.’ We quickly assembled an incredibly talented team that could bring the product vision to market. However, unlike other consumer products, we needed to go beyond identifying a critical problem and building an innovative solution.
At Cache, we’re not building a product our customers will spend a small amount of their time or money on. We focus on a critical aspect of their lives - their financial well-being. And our products help in managing a substantial portion of their overall net worth.
The stakes are high for our clients, so “move fast and break things” is not in our DNA. The only way we can be successful is to focus on one ingredient more than anything else - TRUST.
How we’re protecting our clients
Our clients have usually accumulated large stock positions through their employment or successful investment decisions. For many of them, this stock is the most valuable asset they own. It’s often the key that unlocks their plans for the future.
To be worthy of their trust, we had to do a lot of really hard things – and do them well:
What our clients say
We’re launching our first fund and onboarded clients successfully, and I couldn’t be more proud of what we’ve built – or the principles we adhered to as we built it. Our quest to earn and maintain trust is a never-ending journey, and we have a lot more we plan to do there.
I’m excited to offer a solution to Tom’s problem, but I’m absolutely delighted that he felt comfortable putting his stocks on our platform. If there’s anything I can do to help you understand our products or how our platform protects our clients, let me know.
The Cache Exchange Fund can help.