A securities-based line of credit can be a flexible and cost-effective way to access liquidity strategically. Whether it may be to fund a new purchase, renovate your home or take advantage of a timely investment opportunity. Using a line of credit allows you to remain invested and keep your investment portfolio intact.
As with all investment decisions, it’s important to understand the risks of borrowing against your investments. Events beyond your control, like market fluctuations that may reduce the value of your pledged securities, could lead to a margin call. However, we are here to help you make the best decisions for your financial needs.