Portfolio Secured Lending

A flexible borrowing option for your short-term goals.

Choosing the right way to borrow is important to maintaining your wealth. Access the liquidity you need without disrupting your investment strategy by using eligible securities within your investment portfolio as collateral.

 

In addition to greater financial flexibility, a portfolio secured loan with Cambridge Trust offers other benefits:

  • avoids the sale of marketable securities, which may create a taxable event
  • lower rates than other forms of credit
  • cost advantages due to no set up fees and interest-only payments

Common uses include:

  • Home renovation
  • Real estate purchase
  • Tax payments
  • Tuitions
  • New business venture

Get in touch

For more information about our Personal Lending services, call:

844-251-0099 Email Us