Asset-style Credit Line Specialists for Stock, Bond, and Mutual Fund Portfolios
Get Your Funding by Making the
Big Stock Brokerages Compete!
View our LeverageLine Video for Stock, Bond, or Mutual Fund Portfolio Owners
View our REITLine Video for Owners of REIT Operating Partnership Units (UPREITS)
Free Application * Discreet Quotes OK * Licensed SIPC-FINRA Lenders * BBB A+ Rated 2010-Present
No mandatory lender-side fees * Highest LTV in the market * Wholesale rates from 1.25%
☏ 202.379.4744
Rated A+ by the Better Business Bureau 2010-2019 !
Specialized For Real Estate Investors
Add our LeverageLine stock loan to your down payment and reduce monthly payments. Supplement your other financing when you need more cash than the bank can provide. Replace your high-interest with a LeverageLine.
Specialized For Franchise Investors
Get into your franchise quickly without waiting months for your SBA loan to clear; or integrate our LeverageLine stock loan credit line into your existing SBA or bank financing to help your business grow faster and easier.
For Owners of Tax-Deferred UPREITs: A Unique Proprietary ABN Program
Use your tax-deferred UPREIT Operating Partnership Unit shares as collateral for a great, low-rate line of credit without having to convert or sell as taxable UPREITs. Great for quick capital when you need it for your business.
Get More College Financial Aid Eligibility with your LeverageLine
You can use our LeverageLine to reduce the reportable value of your stock portfolio assets, legally, on your student aid eligibility application FAFSA.
