Securities‐Based Lines of Credit
Leverage the value of your stocks, bonds, and mutual funds to get access to a low‐cost, high‐LTV line of credit. This is a true LOC which can be used for any of your franchising, business-buying, or real estate needs.
Securities-Based LOC Highlights
- True credit line from $50K ‐ $25 Million
- Extremely low interest rates
- All funds are revolving
- Securities remain titled in your name
- Never have to sell or pay capital gains
- Never a prepayment penalty
- Limited documentation — solely based on securities, not personal credit or income
- Access to fully licensed Certified Financial Planner/Registered Investment Advisor and Financial Industry Regulatory Authority (FINRA) member
Simple and Secure
The typical loan application process with the bank includes many delays, uncertainty, and lost opportunities. It takes time to gather your credit reports and tax returns, plus your transaction is reported to the credit bureaus.
With our Securities‐Based LOCs, all you need to qualify is a copy of your brokerage statement and a one‐page, secure online application. But, what’s the catch, right? Absolutely, nothing.