Exchange Funds

1 reply [Last post]
bondo's picture
Joined: 2007-04-15

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.

troll's picture
Joined: 2004-11-29

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. 

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