Keep your upside
Borrow against securities instead of selling. Maintain market exposure and long-term investment thesis.
Why SBL
Benefits of securities-based lending
Unlock liquidity without gutting your portfolio. Keep dividends and long-term investments while putting capital to work today.
Non-recourse flexibility
Structures that limit personal recourse if collateral value declines—walk-away optionality when terms allow.
Non-purpose use of proceeds
Use capital for opportunities, liquidity events, tax planning cash needs, or other personal/business goals.
Faster than traditional banks
Specialist lenders can move from inquiry to offer far faster than conventional securities-backed lines.
Global exchange coverage
Eligibility across dozens of major world markets—not just U.S. large-cap names.
Confidential process
Discreet handling of sensitive holdings information with clear milestones to funding.