Stock loans for high-net-worth individuals

You can get the cash you want without having to sell your stock
We understand that with your business, family and philanthropic endeavors, it’s hard to put your mind to selling a large asset such as your stock portfolio. It takes time. But we know there are times when you need the cash fast. That’s where we come in. You can use your stock as collateral to get the cash you need. It’s called a stock loan.

We can provide you with cash in a matter of days without you having to sell your stock outright. And, unlike other options with similar names, we are direct lenders, which means there are no nasty surprises.

Also, a stock loan can be a great option if you want to invest even more in the company where you function as a stakeholder. Perhaps you want to remain or increase your position as valued shareholder in a company that is issuing new shares. Or maybe you just want to diversify your portfolio by investing in sustainable technologies? The possibilities are unlimited.

Here’s an example:
Let’s say you hold 1 000 000 shares in company XYZ worth a total of 10M USD.
Pledging these shares for your loan, you can get up to 8 000 000 USD in cash, within a few days, enjoying a low fixed interest rate of less than 4% APR. No personal liability.

This example considers a qualified stock according to our terms. Contact us for more info.
August 23th, 2021

Author: Julia Shareiko
Photo: Unspalsh