Mutual Funds
Mutual Fund Loans we understand that in a squeeze you may need to leverage various assets. We can loan up to 50%LTV with interest rates as follows.
LMA Loan Balance Pricing |
Rate* |
APR* |
$0 - $24,999 |
6.23313 |
6.31970 |
$25,000 - $99,999 |
5.73313 |
5.81276 |
$100,000 - $499,999 |
4.10813 |
4.16519 |
$500,000 - $999,999 |
3.85813 |
3.91172 |
$1,000,000 - $4,999,999 |
3.23313 |
3.27803 |
$5,000,000 - $9,999,999 |
2.73313 |
2.77109 |
$10,000,000+ |
2.48313 |
2.51762 |
*Applies to revolving line of credit only. *Disclosure - Actual APR is subject to all transaction fees |
||
Broad eligibility.
We'll also do our best to get you quotes for every loan variant for which you as a client securities owner are eligible: We are pleased to be able to say that today we can deliver a stock loan or structured securities finance term sheet for virtually any marketable securities instrument. We accept free-trading stocks, bonds, mutual funds, federal securities (such as Treasury bills), stock options and many others. Quality, verified foreign stocks and bonds are acceptable as well. Larger portfolios and stronger stocks with public options receive our widest range of stock loan offers, but we make every effort to deliver attractive loan quotes to everyone from the smallest investor to the largest stock brokerage.
Personal and Commercial
Luxury Purchases, Tax Payments, Education Costs, Medical Expenses
Weddings, Debt consolidation, Business start-up or expansion
Business acquisitions, Diversification for concentrated securities positions, Emergency expenses.
Press Release