What is the Intelligent Alternative?

It is the opportunity to refinance your margin debt to remove the possibility of a call using an Intelligent Alternative HedgeLoan®.

We can faciliate a loan of up to 85% of the market value of your total portfolio, pay off your margin balance, and send you the change. These loans are non-callable so need to worry about having your loan called if your equity declines. In the Intelligent Alternative, you are taking a loan against your margined portfolio. By using a HedgeLoan in such a way, you retain same ability for gains but hedge against losses

Behind the Numbers:

Example:

• You own $1,000,000 worth of ABC stock and have a $500,000 margin balance. We can lend $850,000; We will send

• $500,000 to your broker to pay off your debt; and you'll keep the rest - $350,000 - in a nonrecourse stock loan.

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