Capital Meets Opportunity

Stock Loans

Loan Amounts Available
$500,000 to No Maximum

When processing a stock loan

Investments in the stock market take a lot of money and often use much of an investor's funds. Sudden financial needs may arise in which the investor needs liquid funds. When this occurs, he is left with two options: sell some stocks or take out a stock loan. As long as the investor's portfolio is sufficiently diversified and his investments stable, taking out a stock loan is the far better option. Instead of missing out on potential appreciation by selling stocks too early or taking a loss by selling at a time when stocks have taken a temporary dip, the investor can take out a loan to address pressing financial matters and pay it back at a later time using the profits from the retained stocks or from other sources.

stock graph and ticker

Stock Loan Process

  • Entire process will take 2-3 weeks maximum.
  • All publicly traded companies in the world are eligible.
  • The stock shares are kept in a bank custodian account in your home country.
  • The stock shares are never short traded, sold, reassigned, transferred or traded.
  • The stock shares remain in the name of company or client in local custodian bank.
  • Non-recourse stock loans, no corporate or personal guarantee required.
  • Loan will be closed in borrower’s country and funds can be disbursed in any currency and free to be transferred anywhere. No restriction whatsoever on use of funds.
  • No borrower requirement. Securities are the collateral. Loan is against stock & securities, not borrower.
  • No buyer qualification required. No credit checks.
  • Loan proceeds to be used for any purpose and not restricted in any way.
    • Annual interest of only 3%-9%.
    • Loan to Value (LTV) up to 50% of the value of the stock.
    • The loan term is min 3 months max 10 years and can be extended.

Minimum Requirements

Only requirement is that the stock must have some level of trading liquidity.

WANT TO TALK TO SOMEONE? CALL US AT (360) 768-2092

"I had the opportunity to work with Robert at his firm. I chose Robert and his company to handle the financing for my grow operations & extraction equipment personally and for my clients. Robert is one of the best strategist for any kind of financing, but where he really shines is in the Cannabis & Hemp space. The fact that he can fund on time these type of loans that are usually more difficult and complex, you know he and his team are special."
stock loans
Eric Logan
Managing Member