Our Stock Secured Loan

Why Pay Mandatory Lender Fees for Services You Don't Want?

Put Your Portfolio to Work… Twice

Stock secured loan services that stand out from standard retail securities-based credit line programs require a lot of work, vision and commitment. But we knew our clients, so we knew our new financing tool would need more than the usual.

We call our program LeverageLine — a stock secured loan program with greater flexibility and many features requested by our clients.

Replace Your High-Interest Stock Loan with a LeverageLine

LeverageLine is a credit line that is collateralized by your stock portfolio. You retain all of the ownership, value, freedom to trade, and all other benefits and rights that you currently have. There is no change there. Unlike some programs where you must title your securities to the lending institution first, LeverageLine uses a simple background lien on your stock portfolio to open your line of credit.

And if you have an existing stock secured loan, we can pay it off 100% and roll your high-interest stock loan into a new, low-rate LeverageLine. There is no lender cost to do so.

Your account and securities will reside at one ABN’s licensed partner major brokerage firms (UBS, Pershing, Ameritrade etc.) under a partnered advisor at that lending institution, an accomplished specialist who has agreed to offer the superior LeverageLine structure our clients. The securities will be transferred into your new account for you automatically by your licensed lender advisor, with your permission. You need not physically go down to your current brokerage.

An Asset Based Stock Secured Loan

LeverageLine is no different in principle than any asset-based form of financing, Your lender will place a simple lien on your securities portfolio and then open your line. Easy as 1-2-3. There is absolutely no sale of securities required to fund your line of credit. A professional risk assessment committee at your lending institution determines the amount of credit they can extend to you. We then securely deliver a term sheet – essentially pre-approved financing — for your consideration at no cost.

You retain full control at all times, and have full access online and in person  just as with any modern U. S. brokerage account. The only difference? You’ll own a superior line of credit, ready to draw immediately at rates and terms our competitors cannot match.

Several Unique A. B. Nicholas Features

A special feature from A. B. Nicholas is that you can still trade in you account even as it guarantees your line. Take from or owe no principal on and owe nothing to your lender, since your only lender costs with LeverageLine are interest on what you yourself have chosen to draw from your line.

Other key features of LeverageLine are:

  • Freedom to defer interest payments to preserve cash flow – useful for franchise owners
  • Wholesale interest rates to minimize overall financing cost – the best in the business
  • Speedy delivery of funds so as to have cash quickly on demand – a low-doc loan
  • Pre-approved funding letters if needed to close, on licensed lender’s stationary
  • Service and commitment: committed to our clients’ success
  • No mandatory lender-side fees; all extras optional, and you get them at a discount even then
  • Freedom to trade in your account during loan

Specialists in Franchisee and Real Estate Investors

If you happen to be a business or a franchise client, you’l get the added bonus of beginning a financial relationship with a major U. S. brokerage/banking institution “through the back door” so to speak, i.e., via LeverageLine as your entrance point. In the future you may move to the front of the  line for conventional business financing later, having begun with LeverageLine. Many of our clients have purchased their second and third franchise this way with conventional business loans after beginning with their securities-based asset loan. We formed this during the recession for that purpose, but it still applies.

We simply built a much better stock secured loan. Why? Because YOU needed it.

Please call 202.379.4744 or write us today to get started or to learn more. Or click below to learn more or apply immediately!

 

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