Securities Financing

Leverage Your Investment Portfolio Without Selling Your Assets

Securities Financing allows you to unlock liquidity by borrowing against your stocks, bonds, or other eligible
investment securities. Access cash for business or personal needs while keeping your portfolio intact and
continuing to benefit from potential market growth.

Why Choose Securities Financing?

  • Borrow up to 70-95% of your portfolio's value
  • No need to liquidate your investments
  • Flexible use of funds - business, real estate, debt consolidation, and more
  • Lower interest rates compared to unsecured loans
  • No credit check or income verification required

Perfect For

  • Business owners needing quick capital
  • Investors wanting liquidity without selling assets
  • Large purchases or refinancing high-interest debt
  • Wealth management strategies and tax planning

Basic Qualifications

  • Ownership of eligible, non-retirement investment securities
  • Minimum portfolio value (typically $50,000+)
  • Securities must be publicly traded and approved by lender
  • No restrictions on how funds are used

How It Works

  • Pledge your investment portfolio as collateral.
  • Get approved and access a line of credit or lump sum loan.
  • Continue to earn dividends and market appreciation.
  • Repay under flexible terms, with options for interest-only payments.

Securities Financing is a smart way to access capital without disrupting your investment strategy

Ready to leverage your portfolio for flexible financing?

Contact us today for a free consultation and portfolio review.

Contact us now
We are experts in helping businesses of all sizes access the capital they need to scale, expand, and succeed.
Funding Opportunities
Prequalify—No Credit Impact
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