Author:
StockLender
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Date Posted: 08:33:54 11/04/09 Wed
Borrowing against eligible assets in your investment portfolio can give you a source of liquidity so that you have the flexibility you need to respond to business and personal opportunities or to meet other financial needs.
By using your assets as collateral, it allows you to avoid disturbing your underlying investment strategy by not having to sell or liquidate the securities in your portfolio and can allow you to defer potential capital gains taxes without having to change your long term investment strategies.
Securities Backed Loan Programs are smart & simple:
The application process is quick & simple
Most clients receive a decision within a few days
Easy access to funds
Competitive interest rates (as low as 1.55%)
No upfront fees or 3rd party vendor charges
Monthly or Quarterly interest only payments
Retain current and future value of your assets
Reduce servicing costs by using interest & dividends earned to service the loan
Fixed Term or Credit Line options available
Fixed or Adjustable interest rate options available
Little or no credit qualifications required
Higher LTVs than Margin Loans offered by Securities Brokers
No Margin Calls
Minimum loan amounts from $25,000 to $250,000
These loans can be used for a variety of purposes including the following:
Finance the purchase of a home or commercial property
Finance the remodel or construction of a home or commercial building
Alternative to expensive Real Estate Bridge Loans
Refinance existing mortgages & high interest debts
Purchase or state a business
Providing working capital or other funding needs for a business
Fund retirement accounts, annuities or purchase insurance policies
Purchase luxury goods such as yachts, autos, airplanes, art work & more
Fund educational expenses such as college tuition
Take a much needed vacation or other family event
Restrictions and unapproved uses for these loans:
Can not be used to purchase or carry securities or bank instruments
Can not be used to fund the trading of securities or bank instruments
Can not be used to refinance debts used to purchase securities or bank instruments
Can not be used to enter PPPs or investment programs that do any of the above
Securities must meet the following requirements to be accepted:
Owned at the time of submission and can not leased or have a purchase pending
Not held in a retirement account
Transferable to the Lender, no block & hold requests or MT760s
Have sufficient or adequate Market Valuation
Securities to pledged as collateral are not to be flipped or sold in near term
The following are the only types of securities that we accept as collateral:
Publicly traded Stocks (U.S. & select International Exchanges)
Mutual Funds
Bonds & Medium Term Notes (MTN)
U.S. Treasury Instruments (Bonds, Bills & Notes)
T STRIPS
Please note that we DO NOT accept BGs, SBLCs, CDs or other Bank Instruments.
Loans are provided directly from either our Bank or several Private Lenders, there are no Broker Chains.
Referrals are accepted from Professional Intermediaries who are direct to the client, NO BROKER CHAINS ACCEPTED.
To submit a loan request or to become a Referral Partner please contact me by phone or email. Clients and referral sources outside the U.S. please contact us by email.
Michael Rowe
(619) 630-4644
loanrequests@gmail.com
Poster is not a licensed Securities Broker-Dealer, Investment Advisor, Tax Advisor, Legal Advisor, Mortgage Lender, Realtor or Commodities Broker-Dealer and does not provide related advice or services not limited to the purchase or sale of securities, bank instruments, real estate or commodities. Loans are subject to credit approval and collateral maintenance requirements based on the respective loan program.
Monetize Securities, Monetize Stocks, Monetize Bonds, Monetize US Treasury Bonds, Monetize T STRIPS, Monetize MTN, Monetize Medium Term Notes
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