NOTICE: Effective Thursday, March 19, 2020 several of our branch offices will be closed. The following branches will remain open: San Jose, Santa Teresa, Dublin and Cupertino. All branch ATM’s will remain operational, and all branches are scheduled to be open again on Wednesday, April 8th although this date may change. Click here for more information.

  • Now Available: Stock Secured Loans

    Liann Walborsky

    Tech Wealth Management offers Stock Secured Loans and Lines of Credit

    Borrow against your current stock portfolio for any purpose.

    A stock-secured line of credit or stock-secured term loan allows you the ability to leverage your assets for current financial needs — anything from financing a home renovation to consolidating debt, or even paying for your child’s education. It’s one more way to get what you need now. And, because you don’t actually sell any assets, you won’t disrupt your current investment plan or incur any tax consequences.

    • Fixed-rate, fixed-term loan or variable rate line of credit secured by the stock you own*
    • Loan amounts based on the value of your securities
    • Prepare for unexpected opportunities with quick access to funds

    We offer a simple application and approval process. For more information, please contact the Private Banking group at 800.851.8549 or email us.

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    James Wilson | Posted October 11, 2018
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