NOTE: It is important that the term "stock loan" not be confused with a lending practice of large investment banking institutions whereby large blocks of stock are lent out for the purposes of shorting the stock. This practice is completely unrelated and should not be confused with the type of stock loan for which this site is intended.

A stock loan is very simply the lending of funds secured /collateralized by shares of publicly traded stock. A shareholder can easily leverage the value of his stock and achieve liquidity within days, without actually selling the shares. The terms are reasonable and the shares are safely returned upon repayment of the loan.

Stock loans typically have terms from 1-5 years at subprime to prime+1 interest rates. Payments are interest only, paid quarterly with the principal due at the end of the loan.

• Stock Loan 101 - What is a Stock Loan?
• Stock Loan 101 - The Loan Process
• Stock Loan 101 - Loan Benefits
• Stock Loan 101 - Stock Loans vs. Margin Loans
• Stock Loan 101 - Using Options
• Stock Loan 101 - Use of Proceeds
• Stock Loan 101 - Loan Scenarios

For more information about a stock loan, please contact our office.
For an online quote request, please use the short form on the right side of this page.