Covenant Financial Group

Securities-Based Loans

The need for liquidity and adequate funding sources remains a major obstacle for businesses today.  Whetheryou are in need of  immediate capital liquidity for personal reasons or business investment funds, a securities-based line of credit may be the solution you are looking for.

A few applications of how a securities-based line of credit may be leveraged are:

The features standard in all Securities Line of Credit products include:

  • Revolving line of credit – where you are charged interest only on what you use
  • Floating or fixed rates available – With the ability to lock in a fixed rate at anytime
  • Interest rates as low as 1.5% variable-interest only
  • Loan to value ranging from 70-90% of the value of the securities
  • Securities remain titled in client’s name
  • Limited documentation – not credit or income based
  • No prepayment penalty – with variable rate
  • Dividends paid direct to client – or credited against interest
  • Client receives 100% of portfolio appreciation
  • Wide range of eligible securities
  • Foreign nationals with foreign securities accepted

To receive a no obligation loan quote, please complete and submit a Quote Request Form:

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Covenant Financial Group