Securities-Based Line of Credit

Institutional Non-Purpose Loan Lending

Unlock Your Financial Potential

Through our partnership with Commonwealth Financial Network®, Grant Capital offers high-net-worth clients access to non-purpose loan lending opportunities specifically designed for institutions, business owners, and corporations.

What is a Securities-Based Line of Credit?

A securities-based line of credit allows you to leverage the assets in your existing brokerage accounts as collateral for non- investment purposes. This form of lending is perfect for businesses with significant assets seeking to boost cash flow for funding or expansion.

Key Benefits:

Flexible Borrowing Terms: Tailor your loan to meet your unique financial needs.

Competitive Interest Rates: Enjoy favorable borrowing costs.

Quick Access to Liquidity: Obtain funds without liquidating your investments.

Is it Right for You?

While a securities-based line of credit offers numerous advantages, it involves certain risks such as market risk and potential unintended tax consequences. It may not be suitable for everyone.

Professional Guidance

At Grant Capital, we understand the complexities and unique needs of high-net-worth individuals and their businesses. Our experienced advisors work closely with you to evaluate your financial situation and goals, ensuring that a securities-based line of credit aligns with your broader wealth management strategy.