Cache Long/Short is a tax-aware investment strategy designed to help you diversify out of concentrated stock positions gradually while seeking to manage the tax consequences.
The strategy builds a portfolio of long and short positions around your existing holdings, configured toward your long-term goals. Long positions that decline and short positions that rise both create potential losses the portfolio manager can harvest deliberately. Those realized losses may then be used to offset taxable gains elsewhere, subject to applicable tax rules. Throughout, your net market exposure is targeted at 100%.
We built this in partnership with Brooklyn Investment Group (BKLN), an SEC-registered advisor with deep experience in institutional tax-aware investing. BKLN manages portfolio construction, trading, and tax-aware execution. Cache brings the strategy to you through a modern, online platform.
The minimum investment is $500K. And your assets are held in a separately managed account at Charles Schwab, in your name.