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Placements:  

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  • Single Stocks.     Many lenders will view single stocks as riskier collateral than a comparatively more diversified portfolio. Single stock loans remain a somewhat niche market area, and mainstream lenders don't always offer this type of borrowing, especially for borrowers seeking significant capital. Finding the right lender in this area is am important element of a successful loan. 

  • Securities Portfolios.   Through a portfolio line of credit (also known as a “margin loan”), investors can borrow against their securities portfolios at a moment's notice.

  • Derivatives.  For select clients, it might make more sense to obtain leverage through a derivative transaction rather than a traditional bank loan. Whether the underlying assets are equities, fixed income, commodities or otherwise, we maintain relationships with a network of capital providers that can address client needs on a real-time basis.  

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