fbpx

A Warehouse-Quality Loan Against Your Stock Portfolio: Why Sell When You Don’t Have To?

You’re probably one of those benefiting quite a bit from rising stock market values over the past two years. If you need liquidity, you may even be thinking that the time to cash out is upon you. Well, good & fine if it works best for you to sell.

But suppose you are one of those who has seen a rise in their stock portfolio but does not want to sell, maybe because they feel there’s still plenty of room for the market to rise, for example. Do you have any reasonable options?

Here at A. B. Nicholas we say your next best option is likely to be a line of credit using your stock, bond and/or mutual fund portfolio as collateral. A “warehouse rate/terms” type line of credit especially instructed to allow you access to the borrower-friendly features normally reserved for the biggest institutional customers but now accessible even to those with securities portfolios valued under $150,000.

Here your stocks or bonds don’t change ownership as a condition for releasing your credit line. , With our LeverageLine you hand over your assets to a third-party before you are extended a loan. With A. B. Nicholas, you can simply keep them in your account but allow a lender soft-lien to be placed on the portfolio – and your portfolio only — to allow up to 95% of the value of the portfolio to be provided to you now, in cash, all within, by and through one of three top-tier public licensed institutions & advisors with whom we have pre-arranged you very low-rate, flexible line of credit.

APPLY a free no-obligation quote now!

www.abnicholas.com/quote

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn
Related Posts

Build Your Business with LeverageLine

LeverageLine came to the rescue for Joseph Wesson III, owner of a lavendar farm in Howard Country, Maryland. Mr. Wesson’s farm could not get its produce to market in time; dried lavender had to get to the consumer quickly to retain all the characteristics that make it a health produce for millions. But without the right trucking services, the crop will be lost and unsellable.  Wesson owned $1 million in

LeverageLine Builds an Entrepreneur’s Dream…

Marcy Tyler saw her first cycling race when she was only eight years old. At the time, the speed, acquiline form, and power of the cyclists had impressed her like a tsunami. From that day on, she committed herself to becoming a cyclist. And so she was, through high school, and her junior year of college. She even won the Indianapolis Swift Racers cup at age 21. Her collection of

Major Purchase or Credit Card Management Up Ahead?

Marjorie had decided to pay off her daughter’s mortgage as a sort of christening present on the birth of her first grandchild. The cost: $550,000.  Marjorie’s assets: her husband had left her approximately $1M in stocks and bonds via his will; her $750,000 home, with $300,000 remaining on her own mortgage); her savings account ($45,000), and miscellaneous smaller accounts plus a parcel of undeveloped farmland in Utah.  A. B. Nicholas

Join Our Weekly Newsletter

We do not sell, communicate or divulge your information to any third-parties.