Unlock your Investment Potential

Securities Based Lending is a powerful lending tool that allows you to leverage your non-retirement investments to secure a flexible line of credit. At Solist, we take this concept to the next level by offering competitive rates that match or beat your current ones, and by providing options for restructuring and refinancing without any breakage fees or penalties.

Why Choose Solist?

While many banks offer Securities Based Lending, the capabilities, rates, and loan-to-value ratios can vary dramatically. Solist stands out by offering a bespoke, á la carte solution tailored to your specific needs. Our Securities Based Lending is designed to help you achieve your financial goals without the need to sell your securities, preserving your investment portfolio’s growth potential.

Versatility to Meet Your Needs

Whether you’re interested in purchasing real estate, a yacht, or fine art, our Securities Based Lending can provide the liquidity you need. By leveraging your existing investments, you can access funds quickly and efficiently, enabling you to seize opportunities without disrupting your long-term financial strategy.

Benefits of Solist’s Securities Based Lending

• Competitive Rates: Our lending matches or beats your current rate, ensuring you get the best deal possible.
• No Breakage Fees or Penalties: Enjoy the flexibility to restructure and refinance without incurring additional costs.
• Tailored Solutions: We offer customized lending options beyond our custodians, ensuring you get a solution that fits your unique needs.
• Quick Access to Funds: Become a client and potentially receive a Securities Based Lending Offer within just 7 days.