Finance today’s needs without sacrificing tomorrow’s goals.
A sudden need for significant funds arises—where should you turn? One strategy can be leveraging your portfolio’s assets to access liquidity. What do you need to know about using your holdings as collateral? We sat down with Jon Coppola, director of Private Banking at Wilmington Trust, for the skinny on potential rewards and risks of this complex yet engaging space.
Please see important disclosures at the end of the article.Download Article