A High-LTV, Fast Funding Stock Loan with the Client-Informed Features

We at Benetrends trust LeverageLine as an excellent source of funding for our franchise-buying clients. The ability to access the liquidity of investment assets without cashing them in has proven a valuable means of obtaining equity injections, or additional working capital for many of our clients, particularly when joined with the rollover of retirement funds and/or SBA lending programs in the higher end ($ 1 million plus) area.

I needed $890,000 for a multi-unit property in Austin, Texas. I never even considered using my stock portfolio as collateral, only as something I didn’t want to sell because it was our nest egg and the capital gains taxes would have been huge. LeverageLine gave let me keep my nest egg without touching it, and my interest rates were substantially lower and loan-to-value substantially higher than any bank financing I could have obtained. Strong recommendation.

My dealings with A. B. Nicholas and its lending partners has been cordial, professional, and informative. The entire process was completed quickly, and any questions I had were answered with clarity. You can trust this group to find solutions even when things look impossible. I would not hesitate to use the process again or recommend the principals involved to anyone looking at equity type loans.