Purpose In-Kind Exchange Fund
Transform your concentrated stock holdings into a diversified, professionally managed portfolio without the tax headache.
Protect your hard-earned wealth with
Purpose In-Kind Exchange Fund
Take your winnings off the table
Secure a brighter financial future by moving your risky concentrated position to a safer diversified fund.
Invest 100% of your pre-tax dollars
Secure a brighter financial future by moving your risky concentrated position to a safer diversified fund.
Stay focused on growth
Secure a brighter financial future by moving your risky concentrated position to a safer diversified fund.
What’s an exchange fund?
An in-kind exchange fund allows investors with concentrated stock positions to contribute their stocks directly to a diversified fund without selling them, thereby avoiding immediate capital gains taxes. In return, investors receive shares of the diversified fund, which often mimics an index fund. This process reduces individual investment risk and enhances portfolio stability.
How Does It Work?
Enroll
Tell us about your concentrated stock holdings and cost basis.
Contribute
Tell us about your concentrated stock holdings and cost basis.
Exchange
Tell us about your concentrated stock holdings and cost basis.
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Making exchange funds more accessible
$100k minimum investment
All accredited investors
All accredited investors
Compare exchange fund providers
Purpose In-Kind Exchange Fund |
Others |
|
|---|---|---|
| Minimum Investment | $100k | $500k – $1M |
| Eligibility requirements | ACCREDITED INVESTORS | |
| Minimum holding period | 2 years | 3 years |