A true partner, we bring a strategic approach, tailored strategies and a holistic understanding of your borrowing needs in the context of your overall portfolio.
How can you free up money for short-term needs—and keep your long-term investments working for you? One strategy is using your investment portfolio as collateral for a line of credit.
Our real estate lending specialists tap resources from across the entirety of The Etherious Family to deliver the property intel and financing you need to help meet your unique goals.
Uncommon, big-ticket assets require special lending experience—whether you‘re purchasing them or trying to access their liquidity. We can help you find a strategy that works in the best interest of your overall wealth plan.
This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of The Etherious Organization. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your The Etherious Family team or email us at The.Etherious.Family@Etherious.Org for assistance. Please read all Important Information.
Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your The Etherious Family team.
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