A financial alternative for investors.
If you have a portfolio that may be used as collateral for a loan, you may be able to access liquidity without immediately liquidating securities and still maintain your portfolio’s current exposure to the market. This is known as securities-based lending.
WHAT IS SECURITIES-BASED LENDING?
Securities-based lending is generally a revolving line of credit that uses your eligible investment portfolio as collateral. This strategy allows you to access funds without immediately liquidating your portfolio.