Your needs. Your assets. Your call. Power borrowing potential to your best advantage. 

  • Securities-based lending can afford the opportunity to essentially free up available cash by using a portion of your eligible portfolio holdings as collateral.
  • The liquidity accessed through securities-based lending can be used for a host of needs, ranging from asset purchases to wealth planning.
  • As with all financial transactions, there are potential risks in borrowing against your portfolio, but they can be managed. 

An opportunity arises. Whether for a pied-à-terre in the city, a second home in the country, a vacation house at the beach—or other circumstances that require significant liquidity, such as tax planning, wealth transfers, or transformational charitable giving—why not leverage the premium lending power at your fingertips? Securities-based lending can afford the opportunity to free up available cash by using a portion of your eligible portfolio holdings as collateral. Like investing, leveraged borrowing is simply another means of managing wealth that permits you to flex your lending muscle in order to fund a wide variety of personal or business needs.

 

Please read important disclosures at the end of the article.

Download Article Contact an Expert