Stock Loan Programs
We are able to customize loan programs to meet most borrowing
requirements. Our loans range from a low of $50,000 to well over
$150,000,000.
Value Loan - Line of credit with no change of record ownership
For margin quality collateral of all types
We are able to customize loan programs to meet most borrowing
requirements. Our loans range from a low of $50,000 to well over
$150,000,000.
Value Loan - Line of credit with no change of record ownership
For margin quality collateral of all types
- Collateral remains in borrower's account (no change of beneficial
ownership) at major investment bank - High loan to value ratios of up to 65% for stocks and 95% for fixed
income instruments - Interest rates from 2.75% APR
- Move to fixed rate loan in the future with no additional fees
- Line of credit established to draw upon as needed
- Pay off at any time without penalty
- No limits or caps on collateral appreciation
- NO CREDIT REPORTING
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