A Structured Securities Loan Program with Freedom to Pay at Any Time
|
No Margin Calls.
During the full term of the loan.
Pay it All Off or Some - Any Time!
Simple, fixed-rate balloon note that can be paid off in whole or in part at any time - you choose!
Fund-backed Security
Secure return of shares, audited funds
Consideration for Higher Loan Limits
Additional loan amounts may be considered when collateral portfolio
increases in value over time. Freedom to pay down the principal as
well.
Limited Recourse Default if Portfolio Declines
Declare default, forfeit the shares as complete fulfillment of your loan obligation.
|
US-based Fund and Asset Management
Homegrown limited partnership as direct funding source to ensure preservation and return of shares.
High Maximum Portfolio Value at inception:
Up to $1M with a wide variety of stocks considered. Larger amounts considered within model.
Minimum Portfolio Value: $100,000.
Fill out our Contact Form and someone from our staff will contact you immediately to discuss the many benefits and features of our Freedom Securities Loan.
|
|