We lend money using Securities Based Lending, Securities Financing, Stock Loans, loans on MTN'S....and many financial instruments.

Our Approach
A Proven and Straightforward Process Built Around Your Needs

• We understand that you're a forward-thinking business or investor who wants to retain the future ownership of your equities assets. But you also want to leverage the present value of your securities for your immediate cash needs and avoid a taxable event at the same time.  You need a low cost, fast, reliable capital source for cashout, with no income verification (NIV) or credit report. 
• A securities based loan is a great cashout loan option. Especially with the lack of venture capital money, this is one of the best ways to raise capital. That's pretty straightforward.
• We approach getting you a securities loan solution in the same straightforward transparent way. Our proven and efficient process streamlines securities loan paperwork - as well as asset and fund transfers - for a rapid and trouble-free experience.

Seven Key Advantages
No matter what your situation - needing immediate securities funding for real estate, a new business, bulk real estate purchases, college tuition, or a vacation home - what's important is that you choose your equities lender wisely.

1. A fast transaction
   Providing that all necessary documentation of stock ownership is supplied and transfers are promptly approved, we can have your security loan funds to you within days. If you have an urgent or personal need that requires a very fast turnaround, we're here to help.
2. Fair share pricing
   A method of setting a fair "strike price" (the price per share that determines the value of your collateral) is a key factor in legitimate Securities loans. We use a proven three-day average pricing model for every securities based loan.
3. Low interest rates
   Compared to traditional loans and margin accounts, our securities loans carry a lower interest rate. We set very competitive, simple interest only fixed interest rates. Current rates range from 2.5 % to 4.5%, depending upon the quality of the pledged securities. 
4. Non -Recourse
   Since pledged shares are the only collateral for the stock loan, there is no personal recourse to you in the event of default. If your stock loan is worth less than the value of the original loan you may simply walk away and owe nothing further.
5. Fair loan-to-value ratio (LTV)
   We offer a fair and competitive loan-to-value ratio, up to 80% loan to value, depending on the value of your stock. Our Equities loans have LTVs that give you the best percentage ratio predicated on our assessment of the amount of risk associated with the asset.
6. Unlimited upside potential
   As long as your loan is not in default, you retain the opportunity to benefit from the stock's upside potential over time. At the end of the loan term, if you repay the loan, you receive the same number of shares of stock you pledged, regardless of any price appreciation at that time.
7. Flexible terms
   Securities based loan terms range from three to five years, with the average term being three years. Extensions and refinancing options are available. We lend on loan amounts up to 100 million US dollars and sometimes more. We offer securities loans on most publicly traded world stock exchanges, not just the USA's. We will work with you to structure a Securities based loan that fits your time frame. 
8. To find out more details about cash out stock loans please phone Dan Cassel directly at 800-893-3304 or fill out our simple contact form below for a free consultation. We know securities based lending!