# Welcome to Cache

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When you sign up for Cache using Mark's unique referral link, you both get $100,000 managed free for one year.

Case study

## Prospero Wealth helps tech clients diversify with Cache Exchange Funds

**Suhas Joshi**  
Lead Advisor at Prospero Wealth

[Watch case study](https://usecache.com/case-studies/prospero-wealth#)

**Prospero Wealth**  
Website: [prosperowealth.com](https://www.prosperowealth.com/)  
Serving: Tech Employees and Executives  
Location: Seattle

## A modern solution for an age-old problem.

Suhas Joshi, Lead Advisor at Prospero Wealth, works with clients who often hold concentrated stock positions—whether they intend to or not. It’s a challenge he understands firsthand after his own stock-based compensation exposed him to concentration risk during stints at Facebook and Stripe.

> “I did actively diversify, but there were periods where I got busy and suddenly the stock price went from $30 to $90… And now I'm trying to optimize taxes, and I found myself with almost 20% of my net worth in a single stock.”

To help clients with highly appreciated stocks manage risk more tax efficiently, he turned to Cache.

### Here’s what sets Cache apart:

- **Wider Acceptance of Positions:** “Not all exchange funds can take all positions, but Cache has been the one which has been more able to accept our clients’ positions.” By using the Nasdaq-100 as a benchmark, Cache has more room for high-growth names.
- **Access for Non-Qualified Purchasers:** “Not all of our clients are qualified purchasers. Cache accepts clients who are not qualified purchasers, which is huge.”
- **Lower Costs and Minimums:** “Cache has been clearly the more economical choice in terms of management fees… and Cache has some of the lower contribution minimums.”
- **A Modern Product Experience:** “Cache has just a much better interface for us as advisors, for our clients. We can do a lot of self-serve onboarding.”
- **Exceptional Support:** “I've been really impressed with the team. The team has been super accessible to us, very responsive to our comments and feedback, and they're constantly improving the product experience side of things.”

*For a primer on exchange funds, see our [exchange funds 101](https://usecache.com/companion/what-is-an-exchange-fund) article.*

Prospero Wealth offers clients the prospect of “navigating tomorrow while prospering today.” Whether it’s minimizing risk, optimizing taxes, or preserving future growth, The Cache Exchange Fund helps Joshi deliver on that promise.

If you’d like to see how Cache can help your firm, [set up a time to talk](https://usecache.com/advisor/signup) or enter some basic information to [see if an allocation is available](https://advisors.usecache.com/).

The Cache Exchange Funds are alternative investments. Regulations require certain eligibility criteria for participation and are open to accredited investors or qualified purchasers with eligibility criteria as specified in the offering documents. Exchange funds are suitable only for eligible, long-term investors willing to forego liquidity and put capital at risk for substantial periods.

**Diversify your stocks without a giant tax bill**

Over $100k in a single stock?

The Cache Exchange Fund can help.

### The Advisor's Guide to Exchange Funds

Detailed Exchange Fund overview

Cache FAQs

*The purpose of this material is to inform, and it should not be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products.*

> Investments are available only to residents of the United States in jurisdictions where Cache is registered.