2603 Camino Ramon,
A securities-backed line of credit (SBLOC) is a line of credit that uses non-qualified (non-retirement) investment assets as collateral.
An SBLOC is a non-purpose loan, which means the funds can be used for any personal expenses, except for purchasing other securities.
An SBLOC can help to attain the liquidity needed without selling securities and paying capital gains taxes.
Fund your Dreams Now - realize a long-held dream—a real estate purchase or home renovation, capital to fund a potential start-up business or rental property, or even a celebration like a wedding.
Strategically Manage Debt - Open up possibilities to strategically manage and consolidate debt at better terms.
Prepare for the Unexpected - Having access to liquidity when an emergency arises can help clients sidestep the worst or minimize the impact of such events.
to understand if a securities-backed line of credit is right for you.
Financial Flexibility• Access liquidity from investment portfolio, without disrupting financial plan• A financial safety net for unexpected needs
Capture Opportunities• Real estate purchase or a new business• Repay principal at any time - only interest is due monthly, for lines in good standingEase and Convenience• Streamlined online 24/7 access• Online view of loan activity, outstanding balance and payment schedule