Access cash for life's opportunities and expenses while keeping your investment strategy on track
Securities-Based Lending (SBL) provides a line of credit secured by eligible investments, giving you access to liquidity without selling assets or disrupting your long-term investment strategy.
Designed for clients with taxable investment portfolios, SBL offers a flexible way to access capital by leveraging eligible securities as collateral. Whether you're funding a major purchase, pursuing a new opportunity, managing tax obligations, or addressing short-term cash flow needs, SBL can help provide liquidity while keeping your portfolio aligned with your long-term financial goals.
Whether you're exploring your options or ready to move forward, our team is here to provide personalized guidance every step of the way
Invest
A securities-backed line of credit (SBLOC) lets you borrow against your investments without forfeiting their growth potential
3 min read
Risk Management
A securities-based line of credit may be a convenient option the next time you need quick access to cash.
2 min read
Markets & Economy
Equity in your home or investment portfolio can be used to satisfy an upcoming tax obligation.
3 min read
