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. 

Please or Register to post comments.

Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×