Exchange Funds
Dec 30, 2007 4:11 am
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 30, 2007 4:46 am
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.Source URL:https://www.wealthmanagement.com/forums/general/exchange-funds