Restricted Stock Loans

You've amassed a substantial equity portfolio, but your status as an insider, or restrictions against new shares makes getting cash, the quintessential form of liquidity, difficult if not impossible to achieve. What exactly is the purpose of wealth, when it cannot be readily used to buy a home, start or expand a business, or invest in a new venture?

There may be options. If your shares trade on the NYSE, NASDAQ, or AMEX, please contact our office to discuss your options.

 

Restricted Stock Loan Parameters
Up Front Fees: None
Personal Credit Check None
Minimum Loan Amount: $500,000
Maximum Loan Amount: No maximum
US Exchanges: NYSE, NASDAQ, and AMEX

To learn more about stock loans, please also visit:

For more information about a stock loan, please contact our office.
For an online quote request, please use the short form on the right side of this page.

LTV's up to 80%
Rates as low as sub-prime
Completely private transaction
Non or limited recourse
Unlimited use of proceeds
Access liquidity and hedge market downturn
Stay in and out of the market at the same time
   
Request a quote online:
First Name *

First Name
Last Name *

Last Name
Day Phone *

Day Phone
Email *

Email
Stock Symbol:

Stock Symbol
Share Amount

Share Amount
Stock Status:

Stock Status
Your Status:

Your Status
  * All fields are required
 

Stock loans, mutual fund loans
 
 
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