Portfolio Credit Line

A secured, revolving line-of-credit that allows you to unleash the power of your portfolio without liquidating securities or disrupting investment strategies. With Portfolio Credit Line, you can borrow up to 60 percent of the market value of qualified equity, mutual fund, and investment-grade corporate or municipal bond securities in their portfolios, as well as up to 90 percent of the market value of their U.S. Treasury securities. The funds can be used for most consumer or business purposes—to finance home improvements, purchase a car, consolidate credit card debt, or obtain a bridge loan. However, the funds cannot be used to purchase securities or repay margin debt. If you have managed accounts, you can maintain a separate loan account, making overall management easier and more convenient.

Margin Lending

A lending tool you can use to collateralize the marginable securities in your accounts to obtain a loan for any purpose—whether to capture investment opportunities, meet liquidity needs, or make major purchases. You can borrow up to 50 percent of the total purchase price of a new or initial securities purchase from First Clearing Corp when the remainder of the purchase price is deposited in your accounts.

Residential and Commercial Lending

Katz Financial, through their industry partners, offers clients access to residential and commercial loans, as well as home equity lines of credit. Our strategic alliance with several lending professionals provides a unique opportunity to offer competitive rates, programs and the most professional service available.

There are hundreds of different types of loans offered. This can make the loan process complicated and time-consuming. We work to streamline and simplify the process as much as possible by offering you the latest in financial products and services that enable you to evaluate and select the mortgage that best suits your situation.

Have a Question?

Thank you!