This very selective funding program is typically available only to the very highest net worth investors. It was developed to provide lines of credit leveraging securities portfolios to a higher loan to value than a standard margin loan.

You take advantage of the lowest possible interest rates and retain the security of maintaining full ownership of your securities. Your new credit line can then be used for most any legal purpose (other than the purchase of additional marginable securities) including real estate transactions, business financing or even the purchase of luxury items.

Unlike conventional financing, the application and underwriting process is straightforward and quick. You only need to submit a simple application along with your most current brokerage account statement and we will issue terms within 24-48 hours. Funds can be made available within 48-72 hours from the time your securities are placed into your new brokerage account.

You will received a revolving line-of-credit and pay low interest only on what you use on your credit line. You will have a choice of floating or fixed rates and you can lock in your rate at any time. Rates are as low as 1.6%, and you can obtain funding as high as 90% of the value of your securities.

Your securities remain in your name, and you can be approved with very limited documentation. This program is not based on your personal credit or your income, so you can get approved even with credit issues or no revenue for your business. There is no prepayment penalty, and you receive 100% of your portfolio appreciation. Plus foreign nationals are accepted into this program.

If you have securities you would like to use as leverage to obtain business funding, this is an outstanding funding program for you.