Cache Financials Inc.

More than 20% of your wealth in one stock? There’s a smarter way. With a Cache Exchange Fund, you can swap concentrated stock for a diversified basket — without triggering upfront taxes. Now you have access to: ✅ Choice of benchmarks: S&P 500, S&P 500 Growth, Nasdaq-100 ✅ Greater capacity for in-demand stocks ✅ Tighter benchmark tracking ✅ New investors admitted every two weeks ✅ Lower management fees (0.40%–0.95%) ✅ The potential for a Diversified ETF to be included in the assets distributed at exit* If you’re holding concentrated stock — or advising someone who is — the Cache Exchange Fund was built for you. --- Important Disclosures. Securities are offered through Cache Securities LLC, Member FINRA/SIPC (see http://www.finra.org, https://www.sipc.org). Advisory services are provided by Cache Advisors LLC, an SEC-registered investment adviser to the Cache Exchange Funds. Both entities are under the common control of Cache Financials, Inc., collectively referred to as “Cache.” ”S&P 500 Index: a market capitalization-weighted index composed of 500 leading U.S. publicly traded companies widely regarded as a gauge of the large-cap U.S. equities market. Nasdaq-100 (NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange. Broad-based securities indices are unmanaged; investments cannot be made directly into an index.

We’re seeing a real shift in the internet underground. Almost every day, Reddit’s financial threads are discussing the exact problem Cache has been warning about: concentrated stock risk. Investors keep describing the same deeply emotional problem: much of their net worth is tied to a single ticker, and it feels uncomfortable. The volume and content of these conversations point to something larger. There seems to be a clear “mainstreaming” of sophisticated financial tools that were once reserved for the ultra-wealthy. At the center of many of these discussions? Exchange funds. What used to be a niche product is fast becoming the go-to for smart diversification. And across these threads, Cache is increasingly cited by investors as the provider of choice and is often used as the source for how these funds actually work. If you’re worried about your concentrated stock, the way many Redditors are, we onboard investors every two weeks. See if you are a match at https://lnkd.in/ebi5bRzh This product isn’t for everyone. But if you are holding a highly concentrated position, we might be the right fit for you. -- Securities are distributed by Cache Securities LLC,. Member FINRA/SIPC. Cache Advisors LLC is the advisor to the Cache Exchange Fund and is an Investment Advisor registered with the SEC. Registration with the SEC does not imply a certain level of skill or training. Cache Securities and Cache Advisors are affiliated and under the common control of Cache Financial, Inc. Cache Exchange Funds are alternative investments available only to accredited investors or qualified purchasers. Investors should carefully review offering materials before investing. Cache does not provide investment recommendations or consider individual financial objectives; investors are responsible for determining whether an investment is suitable for their needs. For additional information and important disclosures, please visit our website. Cache and Reddit are not affiliated, and Cache does not endorse any specific information posted by individual users on Reddit.

Is your financial future riding on one or two stocks? Exchange your stock for an S&P 500 or Nasdaq-100-benchmarked Exchange Fund without triggering taxes. Diversify without a giant tax bill. With an Exchange Fund, an ultra-concentrated position becomes a broadly diversified long term holding. --- Important Disclosures. Securities are offered through Cache Securities LLC, Member FINRA/SIPC (see http://www.finra.org, https://www.sipc.org). Advisory services are provided by Cache Advisors LLC, an SEC-registered investment adviser to the Cache Exchange Funds. Both entities are under the common control of Cache Financials, Inc., collectively referred to as “Cache.” ”S&P 500 Index: a market capitalization-weighted index composed of 500 leading U.S. publicly traded companies widely regarded as a gauge of the large-cap U.S. equities market. Nasdaq-100 (NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange. Broad-based securities indices are unmanaged; investments cannot be made directly into an index.

Is your financial future riding on one or two stocks? Exchange your stock for an S&P 500 or Nasdaq-100-benchmarked Exchange Fund without triggering taxes. --- Important Disclosures. Securities are offered through Cache Securities LLC, Member FINRA/SIPC (see http://www.finra.org, https://www.sipc.org). Advisory services are provided by Cache Advisors LLC, an SEC-registered investment adviser to the Cache Exchange Funds. Both entities are under the common control of Cache Financials, Inc., collectively referred to as “Cache.” ”S&P 500 Index: a market capitalization-weighted index composed of 500 leading U.S. publicly traded companies widely regarded as a gauge of the large-cap U.S. equities market. Nasdaq-100 (NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange. Broad-based securities indices are unmanaged; investments cannot be made directly into an index.

We recently hosted our first Cache Investor Social in Silicon Valley. We’re in the business of bringing people together through our funds, but this was the first time we brought the people behind those positions into the same room. A mix of early adopters, engineers, executives, VCs, and friends of the firm, who believed in Cache well before we were managing close to a billion dollars. I’m grateful to everyone who joined us, and we’re looking forward to hosting similar gatherings in San Francisco, Seattle, New York, Boston, and other cities as Cache continues to grow.

If you’re seeing this, your concentration risk is probably still sitting there. A Cache Exchange Fund lets you diversify without triggering taxes.