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 the assets in your portfolio 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. Jon discusses how a securities-based loan may provide fairly simple, quick access to your money at attractive interest rates. He also shares risks to be aware of when considering this type of lending, among other issues. 

Please see important disclosures at the end of the article.

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