A unique Line of Credit based on your stock and bond portfolio. This versatile line of credit is a securities-based and is designed for business owners and commercial real estate investors, franchisee owners and to leverage acquisitions of existing businesses.
The total value of your portfolio is only used as collateral for a loan, and the basis for the credit Line.

Why Use a Stock and Bond Line of Credit

 Allows your portfolio to continue earning interest, dividends and potential appreciation
 Provides fast access to capital without selling assets
 Uses securities as collateral instead of traditional lending requirements
 Flexible funding option for acquisitions, business growth, and real estate opportunities
 Interest-only structure for more efficient cash flow management

Stock and Bond Line of Credit Benefits:

1. Secure Lending – Transfer of title is not required to get access to this type of funding. Our partners are fully licensed SIPC/FINRA institutions on Wall Street.
2. Fast and Efficient – Funding can be made available from your new line of credit in (7) days.
3. Affordable Access – Your stock portfolio will continue to gain interest, dividends and potential appreciation. Rates on this line are interest-only and fall between WSJ prime rate and a point over.
4. No Personal FICO Score Required – Your credit score does not determine the size of the loan or rate.

Stock and Bond Portfolio Lending Program
Features:
 Performance-based line of credit grows with your portfolio
 No loss of ownership, trading restrictions or title transfers
 Up to 90% LTV on Cash
 Up to 85% LTV on Bonds
 Up to 80% LTV on Stocks
 High-end assets (luxury automobiles, watercraft and aircraft) can be used
 Portfolio minimum of $85k

Eagle Bend Capital Financing offers the financing you need, when conventional lending sources cannot. If you would like to learn more about our Stock Portfolio program, or any of our other product solutions, contact us today.