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Securities Finance LLC - Stock loan and Securities Finance Programs

Securities finance Stock loan and securities finance with the security of an SIPC-member-managed account
Stock loan rates and LTVs
Structure your or your clients' high LTV financing facility with a hedge against default.
Highest loan-to-value for any comparable facility.
Lowest and most flexible rates in the industry for a comparable loan facility..

Marginable securities with public options are eligible.

Many types of securities are eligible. Best terms for large, diverse, multi-stock portfolios.
Floating and fixed rates, interest-only standard. Floating rate loans carry no penalty for early payoff.


Designed for Advisors,
financial counselors, and professional brokers in particular. We will place in your hands a packaged solution in the form of a minimum-red-tape, flexible, institutionally managed suite of exceptionally competitive lending tools. We will also bring to you as part of that package our association with a strong, established Swiss-U.S. private equity fund and in the process deliver its pre-existing relationships with specific individuals at the major U.S. brokerage/bank desks who administer these facilities within this loan program, ready to work with your clients immediately. With these fund-enhanced facilities at your disposal you or your firm can seamlessly access the benefits of a broad and powerful securities-based loan platform that can greatly enhance your firm's financial product line – and all relatively quickly. (Get more information.)

Smooth integration. With this plug-and-play securities-based loan facility financial professionals will be in a position to provide the advantages of a fully regulated U.S. institutional program with licensed advisors, online account access, SIPC-member assurances, and the familiar U.S. brokerage accessing and reportage of any major U.S. firm without having to arrange their own credit facility, business relationship, complex administrative regime, or any of the other costly, time-consuming steps needed to arrange a brand new program on their own. Use the facility as little or as much as you wish. We've delivered the equity fund's leverage in advance for you, and designed this private facility with your requirements in mind. Put this unique stock loan and securities-based financing facility under your control today and serve your clients with powerful flexibility and liquidity that has been unavailable in this form heretofore.

Flexible Features. Permit your clients to prepay anytime without penalty. Have dividends paid directly to them or credited against interest. Ensure full voting rights. Swap one set of shares for another mid-loan. These and many more custom features are now available to them – and you – through this facility.


Securities Finance Facilities

At your disposal. Securities Finance LLC is a Bethesda, MD based securities loan facilitator focused on the delivery of clean, custom, fund-enhanced, "plug-and-play" securities lending services to high net-worth clients, financial advisors and financial professionals. We have over a decade of experience in the consumer end of the stock-secured loan and securities finance markets, introducing securities-based financing services to those seeking alternatives to the classic "sell or do nothing" conundrum of the average investor through innovative alternatives to the sale of their securities. The programs we represent today ensure that our clients' stocks, bonds, mutual funds, or other collateral securities remain in your, the borrower's, own account and title throughout your loan term. Though available to all, our programs are especially suitable for high-net-worth clients who are likely to find these facilities particularly attractive.

Major U.S. institutions only. Our programs are managed exclusively through and by fully regulated, major SIPC-member U.S. financial firms where we have arranged, through a major private equity fund, a strong credit facility to enhance the lending structures we offer. Funding, whether for a conventional stock loan or a more complex custom securities-backed facility, is always direct. Management and support, however, is through your brokerage institution and the fully licensed advisors who service and underwrite the actual loan.

There is absolutely no obligation to inquire about this loan facility. We will be happy to discuss the program and your requirements, and if you have a potential transaction, we will help you develop a quote.

 


For further information please use our Contact Form, or call 1.877.612.0008




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4800 Hampden La, Suite 200
Bethesda, MD 20814

 

 

 

 

 

 

 

 

 

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