Asset-style Credit Line Specialists for Stock, Bond, and Mutual Fund Portfolios

For owners of eligible stock, bond, mutual fund, and ETF portfolios. 
Minimum: $80,000 in value. 

For owners of Real Estate Investment Trusts including tax-deferred UPREIT portfolios.
Minimum: $1 million in value.

For owners of eligible Bitcoin portfolios. 

Mininum $500,000 in value. 

Free to Apply    *     Pre-Approval Quotes    *   100%  Licensed SIPC-FINRA Lenders    *     BBB A+ Rated Ten Years Running

No mandatory lender-side fees     *    Highest LTV in the market     *     Lowest  wholesale rates 

Questions? CALL ☏ 202.379.4744  (9-6 M-F)

(*Weekdays, for applications received before 2PM)   

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 REITs

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

Use LeverageLine to reduce the legally reportable value of your stock portfolio assets, on your child’s student aid eligibility application FAFSA to ensure maximum college financial aid eligibility. 

Offering stock loans for shares
traded on all major US exchanges