Exchange Funds

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Dec 29, 2007 11:11 pm

Anyone have any experience with exchange funds?  I have a prospect who wants me to talk with his friend who has a highly concentrated position.  I know the concept, but do not know anyone who has dealt with them on a regular basis.

Dec 29, 2007 11:46 pm

By their nature, you wont find many advisers who regularly invest in them.


I think Eaton Vance has one that works well, I'm not that familiar with it tho, you might try contacting your Eaton Vance wholesaler.