Stocks & Securities-Based Lending

...the nation's only non-transfer of title stocks & securities-based loan solutions.

If you have a portfolio of securities, we can set up a line of credit of 70-90% of the value of the portfolio. This line of credit is utilized as a true line of credit and you may borrow as much or as little as you want. You can utilize the money for any purpose with no restrictions.

Repayments are (interest) only, with no principal payments. The rates are very low and approval is guaranteed, regardless of personal credit. We can usually get the lending approved within 3-5 business days with no credit checks. There is no sale of your stocks. You receive all dividends. You can sell the stocks in your portfolio as long as you buy other stocks of equal value.

• Revolving line of credit
• Floating or fixed rates available
• Interest rates as low as 1.6% (variable only)
• Loan to value ranging from 70 -90%
• Securities remain titled in the client's name
• Limited documentation - Not credit or income-based
• No prepayment penalty • With a variable rate
• Dividends paid directly to the client
• The client receives 100% of portfolio appreciation
• Wide range of eligible securities
• Foreign nationals with foreign securities accepted

Contact us for more information and a no-obligation quote.