Securities-based Line of Credit (SBL)
PRIVATE BANKING
An SBL can offer quick access to liquidity by leveraging the eligible securities in your portfolio as collateral.
Gain liquidity without compromising your plan
HOW DOES AN SBL WORK?
When you need liquidity to take advantage of new opportunities or meet unplanned expenses, you may not want to disrupt your carefully designed investment portfolio or access a trust.
Flexibility at competitive prices
Your SBL is tied to the Secured Overnight Financing Rate, or SOFR1, and has a simple, streamlined application process without fees or closing costs. You can draw on funds any time you need them.
Stay invested
By leveraging rather than liquidating a portion of your portfolio, an SBL can provide funding for a variety of personal or business needs while keeping your overall investment strategy intact.
What are the risks?
Market fluctuations, a sudden redemption, and the rise in the loan’s low interest rate are all important risk factors that should be carefully considered with your wealth and tax advisors.
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Jon Coppola
Head of Private Banking