|I have been doing business with this lender for the past year and we have done business on many different
levels. I find the staff to be of high caliber and credibility. Being in greater business for over 30 years, the individuals
that I can say that about are very few and far between. In short, it is very easy to do business with them, and I look forward
to our continued relationship now and into the future.
I transferred ownership of thousands of shares of stock (my entire portfolio) to the lender and promptly
received a much higher loan-to-value than I would have received through my broker and at a much lower interest rate. The transaction
went smooth as silk and I had access to the money within two business days.
I found the sales team to be knowledgeable and very professional. All my questions and concerns were answered
to my satisfaction and I am extremely confident that stock holdings will be available to me in their entirety at the end of
the loan term.
Bottom line: I have no hesitation whatsoever in recommending this stock loan program to my friends and colleagues
if they are in need of capital for personal or business use but may be unwilling or unable to sell their equity positions.
the past several months, I have been doing business with this lender. Our first deal together was for a client that had a
complex situation, and this team expedited the situation with finesse and professionalism. I have been in the securities business
for over 14 years and have enjoyed my experiences with this firm. This venture has been one of the most enjoyable ventures
in my tenure as a securities principal. My clients have been extremely satisfied with the lenders services and we look forward
to a long and rewarding relationship between our two firms.
Your program represents great customer service benefits, many flexible options, and really offers a tremendous
value in a marketplace that has so many confusing options.
I completed a loan transaction recently with this lender in an effort to raise some much needed capital and
wanted to take a moment to thank you for making this a smooth transaction. I was of the belief that my stock still had tremendous
upside potential; however due to the wedding, I had the need for liquidity. Your representatives showed me how it was possible
to have that liquidity and maintain the upside potential in the stock. I have to admit, I was nervous at first, but am very
glad that I gave the situation the time it took so that I was comfortable moving forward. This was a lifesaver for me and
I appreciated your patience throughout. I feel very comfortable recommending this program to others that have a need but do
not want to sell their stock.
We work directly with the lender to facilitate securities-based loans. We are not a lender.
There are no "up-front" or "due diligence " fees due to us or the lender.
There may be tax consequences to you as a result of entering into a securities loan. You should consult
your tax or legal adviser to help you assess your rights and any such risks.
In using this website you agree to defend, indemnify, and hold harmless directo, the lender and
associates, from and against any claims, damages, costs, and expenses, including all costs of legal proceedings and attorneys'
fees, arising in connection with use of this website by you, or in connection with a violation or breach of these terms by
you, including without limitation, your violation of any laws governing communications or intellectual property.
to California Residents. The lender is licensed in the state of California. Any borrower considering a loan from a stock loan
broker or lender with an address in California or elsewhere must demand proof of proper licensure under the state's stringent
California Finance Lenders Law. The legality of your financing may be in jeopardy if your broker or lender is not duly registered
and licensed. (Fines and penalties are mandatory in California for any unlicensed lending activities.) The lender is licensed,
registered, and in good standing under the California Finance Lenders Law, California Board of Corporations License No. 603G804.
Nothing on this website should be construed as a solicitation of mortgage financing or as a commitment