top of page

Portfolio Investment Loan

funding amount

  • Amount of money is limited only by the size of your portfolio

  • Up to 80% of portfolio balance without having to liquidate your holdings

  • Minimum of $85,000 in brokerage accounts

  • Stocks or other securities publicly trading at $5/share of more

  • Get funded in 10 days
     

RATE

  • can be as low as 4%

  • Start your business debt-free & cash rich

  • 4-10% Loan Fee. No Upfront cost. Fee deducted from your loan amount, so you don’t have to pay anything out-of-pocket

advantages

  • works like a revolving line of credit, allowing you to finance your business by borrowing & repaying at will

  • best when used for short periods of time in situations that demand a significant amount of cash quickly, such as an emergency or a bridge loan. 

  • Potential Tax benefits

uSE OF FUNDS

  • Fund a new business or new franchise

  • Working capital for an existing business

  • Buy an existing business

  • The only restrictions are other securities-based transactions like buying shares or repaying a margin loan

What is a Portfolio Loan?
Portfolio loans, also referred to as securities-based lending or stock loans, are loans based on your existing investments in stocks, mutual funds and ETFs as collaterals. Portfolio loans are quick and simple to establish. They work like a revolving line of credit with a lower interest rate than a traditional bank loan or home equity line of credit. The funds can be used for any purpose except for security purchases or repaying of a margin loan.  


Want to speak to a Portfolio Loan specialist? Call us 917-300-1023

​

​

​

​

Call US

Tel. 917-933-8510

Monday - Friday: 9.00am - 7pm EST

Saturday: 11.00 - 2.00pm EST

 

Apply

There's No obligation & No effect on your Credit Score

Success! Application sent.

bottom of page