Securities-Backed Lending

Wealth Services > Securities-Backed Lending

If you’re seeking a way to get cash to purchase something, renovate a home, acquire real estate, or invest in a business, securities-backed lending might be for you. Security-backed lending uses your own securities as collateral for a loan, without disrupting your investment strategy. This can often provide you cost effective and timely access to capital.

Additionally, securities-backed lending can offer repayment flexibility, lower interest rates, and potential tax benefits.

We Offer The Following Services To Our Clients:

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    Examine the Advantages & Disadvantages of Securities-Backed Lending, Given the Client Specific Needs
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    Advise on Tax Advantages & Implications of Securities-Backed Loans
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    Evaluating Loans Options & Structuring Debt With Our Partner Banks


To learn more about our wealth services, fill out the form below and someone from our team will get back to you shortly.
[email protected]     404.220.8958