Investment Portfolio Financing

Start-up and business owners can use stocks, bonds, mutual funds or other type of securities accounts as collateral to apply for business loans, while maintaining the value of the portfolio, no liquidating portfolio, no upfront cost, low interest rate (3%-4%). The loans interest aren’t incurred until the use of funds occurred. This financing option allows you to leverage your investment portfolio and get funding for your start-up business without cashing out or selling.


  • Funding amount, minimum $85,000
  • Funding up to 80% of portfolio balance
    No out-of-pocket cost
    Low interest rate (3%-4%)
    Funding time up 2-3 weeks
    Stock loans close within 10 days