Diversify Your Investments - Quickly

What is the Intelligent Alternative?

It is the opportunity to expand your range of investment possibilities while retaining beneficial ownership of your portfolio through an Intelligent Alternative HedgeLoan®.

The Scenario: You just spoke with your advisor and he tells you to get into an oil and gas limited partnership. You have $150,000 of a stock you've held for some time, but you really don’t want to liquidate it if possible. But the minimum investment in the gas partnership is $100,000 per unit.

With our HedgeLoan stock loan you can be in both places at once. We can lend up to 90% of the value of the stock on a limited recourse basis. In so doing, if your favorite stock goes up, you can participate in the upside; if it goes down, you can exercise your option to default on the loan. The bottom line: You'd now own at least $100,000 in oil and gas investments regardless of the ultimate status of your loan.

Behind the Numbers:

Example:

• $150,000 @ 90% advance yields $135,000 to put into your oil and gas project.
  
  
• Using your $150,000 stock position for a stock loan will yield you more than the $100,000 needed to enter into your oil and gas project. At the end of 5 years if it has performed at a minimum of 8%, you would have gained 8% on your $150,000 position minus interest from your oil and gas project. You would also have received $27,500 from the balance of the transaction. Talk about extra gas money!

Please contact us here for your questions or to get a quick HedgeLoan stock-secured loan quote.