Exchange Fund
30 min session
Dive into tax-efficient diversification with our Investments Team
Learn how the Cache Exchange Fund can help you make the most of your large stock positions.
Too much of your portfolio in one stock?
We'll explain how exchange funds can can help you diversify your portfolio without a giant tax bill.
Understand the basics, and get answers to any specific questions during this 30 min session. Our Investment Team will walk you through:
How exchange funds can help you diversify
Understanding the value of tax deferral
How we construct our fund portfolio
Requirements, eligibility, and fees
What happens when the fund matures
“Cache’s Exchange Fund makes it easier to diversify”
Ryan Lawler
Built for your large stock positions
Access exclusive strategies once reserved for the ultra-wealthy.
Ready to join our next fund closing?
Check Availability