Embed Our Program One of the things we often see are clients who have sophisticated financing packages for various uses. Uses such as commercial real estate investments, franchise licensing & purchasing, college education or loan payoffs, or other major purchases or investments. These packages may include conventional private funding, bank loans, mortgages, or other financial programs and instruments. We at A. B. Nicholas are always ready to work with any
Does Your or Your LeverageLine Client’s Stock, Bond, or Mutual Fund Portfolio Qualify for LeverageLine Financing?
One of the most frequent calls we get is about whether a particular portfolio qualifies for our versatile LeverageLine securities-portfolio credit line. The rules are pretty simple, but you can get more details on our website by visiting our page for Loan Requirements. You can also check on your client’s securities history yourself by clicking here. If the non-IRS/401K stocks, mutual funds, bonds, ETFs, etc. in your portfolio. All have
How securities and cash figure in a LeverageLine securities-based line of credit.
Securities-based Financing – The Missing Piece in Most Financial Planning