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Solution |
Description | Comments |
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Investors' Securities Loan |
When a good investment opportunity arises, one with a good potential return, liquidating your portfolio was the only way to get the cash to proceed. Now there's one more way. | Client and financial advisor managed only. |
IRA Restructuring Loan
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"Supercharge" it by restructuring your Individual Retirement Account (Note: For self-directed IRA's only). | Insurance products provided through third-party licensed insurance agents and licensed financial advisory partners.* |
Debt Restructuring Loan |
Pay off, restructure, and/or manage existing debts by replacing them with a limited recourse stock loan or custom securities finance solution. | Client managed. |
Diversification Loan |
Use your HedgeLoan proceeds for virtually any legal investment other than the purchase of marginable securities. | Client managed |
Business Expansion Loan |
Loan proceeds can be used to expand or purchase any legal business in the U.S. or overseas. | Client managed |
Margin Rescue Loan |
A margined stock position can be freed from the threat of margin calls by paying off the margin and restructuring the stocks into our stock loan. | Some limits on percentage of total portfolio currently margined |
PIPE Replacement Loan |
Instead of a conventional PIPE financing solution, publicly listed firms can use our securities loan or HedgeLoan to build shareholder loyalty and in many cases obtain the funds needed sooner. | Client managed. Requires participation of major share holder for implementation. |
| Stock Options
Loan Examples |
Cost to exercise option is included in the loan process so that client need not advance funds "out of pocket". | Some limits on execution cost - net portfolio value ratio |
Mortgage Rescue Loan |
Use our securities-based loans to increase your downpayment or to refinance entirely! Use a Premier HedgeLoan to catch up on back payments. Own real estate outright using limited recourse financing with interest-only or interest-accrued terms. | Client managed |
Disclaimer ---- Privacy --- Legal -=- Criteria -=-- News --- Learn - -- Links --=- Affiliates *HedgeLender LLC provides HedgeLoan securities finance as the loan component ONLY of certain insurance products handled entirely and separately by third-party licensed insurance professionals. HedgeLender has no involvement, influence, advisory input, or any activity related to or congruent with any insurance product in any capacity. Any insurance, tax, securities buy-sell, or financial advisory services that involve the use of HedgeLoan or HedgeLoan proceeds are entirely between the client and his/her licensed professional advisor. Note: HedgeLender does not support or condone the use of HedgeLoan as a tax shelter or tax avoidance method. Please our Disclaimer before proceeding with any HedgeLender financing program.
Copyright © 2009, HedgeLender LLC . All rights reserved.
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