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.
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.
By clicking below, I acknowledge and agree to Penton's Terms of Service
and to Penton's use of my contact information to communicate with me about Penton's or its third-party
partners' products, services, events and research opportunities. Penton's use of the information I
Sponsored Introduction Continue on to (or wait seconds) ×