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How does reporting work once my client has invested in the Cache Exchange Fund?
How does reporting work once my client has invested in the Cache Exchange Fund?
Updated over a week ago

It’s our goal for you and your clients to have easy access to clear, up-to-date performance information.

Our funds report NAV on a monthly basis, and the updated numbers are available three ways:

  • In our online Advisor and client portals

  • Through monthly email statements, and

  • Via an advisor’s custodian (like Schwab)

To understand more about our reporting capabilities or the experience for you or your clients, book a quick meeting with us.

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