Is it possible to use the value of your investments for borrowing? Definitely.

Through our networking relationship with our parent company Ocean Bank, of course we can assist you.

Having the ability to offer loans based on your investment portfolio of stocks, bonds, mutual funds or other investments would allow you to use your portfolio for additional loans. If choosing this route, we are here to help minimize any risks that may be involved.

So regardless of the need, we can make your investments work for you.

A woman holding a credit card while looking at a laptop that is on her lap.

Ready to Talk