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Asset-Based Financing

Stock and Bond Line of Credit

Better Financing Secured by Your Stock Portfolio Alone

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A unique line of credit based on your stock and bond portfolio. This versatile line of credit is a securities-based lending solution designed for business owners, commercial real estate investors and franchise owners to leverage acquisitions or grow their businesses.

The total value of your portfolio is only used as collateral for the loan, and as the basis for the credit line. The LOC gives access to capital without triggering a sale of any appreciated assets in your portfolio, making it a very tax-efficient option.

Stock and Bond Line of Credit Benefits

Secure LendingTransfer of title is not required to get access to this type of funding. Our partners are fully licensed SIPC/FINRA institutions on Wall Street.
Fast and EfficientFunding can be made available from your new line of credit in 7 days.
RepaymentsDo not show up on your credit record and therefore do not affect any other loans you may have in place.
Affordable AccessYour stock portfolio continues to gain interest, dividends and potential appreciation. Rates on this line are interest-only and fall between the WSJ prime rate and a point over.
No Personal FICO Score RequiredYour credit score does not determine the size of the loan or the rate.

Features

Performance-based line of credit that grows with your portfolio
No loss of ownership, trading restrictions or title transfers
Cash
Up to 90% LTV
Bonds
Up to 85% LTV
Stocks
Up to 80% LTV
High-end assets (luxury automobiles, watercraft and aircraft) can be used
Portfolio Minimum
$85,000

Basic Criteria

Wide range of securities are eligible for financing, including stocks, bonds, mutual funds and REITs.

Stocks, bonds or mutual funds must be free-trading and belong to you
Securities cannot be private — must trade publicly on a major stock exchange
Securities must trade at an average of $3/share or higher
Portfolio minimum$85,000
No FICO score required

Advantages of SBLOC vs. Stock Margin Loans

Lower interest rate
Receive up to 80% of portfolio value vs. 50% on margin loans
Proceeds can be used for any legal business purpose other than buying more stock
No administration, management or service costs

Why Work with Eagle Bend Capital Financing?

Eagle Bend Capital Financing offers the financing you need, when conventional lending sources cannot. We work with a broad network of lending partners to help businesses secure flexible working capital solutions tailored to their needs.

Get Started

If you would like to learn more about our Stock Portfolio Financing program, or any of our other product solutions, contact us today.

Questions? Give us a Call
216-312-6440info@eaglebendcapital.com
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