Stock Loans Blog || Free Trading & Restricted Stocks

How Stock Loans Work for You

The stock loan industry has matured and now delivers a wide variety of lending solutions to many of the most common problems associated with accessing stock equity & liquidity.  Pallas Financier, Ltd. has partnered with many of the nations leading stock lending institutions to bring investors the very best array of products and services in the stock loan industry today.

Contemporary products instill confidence by offering higher loan to values with limited-recourse alternatives while providing the owner with a hedged down side risk. Stock loans are an ideal way for the investor to be in and out of the market simultaneously, if you will.

In general, stock loans

• allow the borrower to keep the stock in their own name,
• do not require personal credit checks,
• require no additional collateral (other than the stock(s) pledged) and
• are an excellent way for the investor to hedge in the event of a market decline.

You can call me for a quote - I just need to know the stocks you're considering the loan against - Traci Gregory, 770-333-4404, or send me an email - traci@tracigregory.com

 

Stock Loans on Restricted Stocks

Stock owners and investors who want access to their cash and liquidity can now easily do so with Pallas Financier Ltd. 

Until recently, shareholders of publicly traded companies had only two real options for accessing equity vested in their stock portfolio. Investors could use their stock(s) as collateral to obtain very limited bank or broker loans.

These loans didn’t typically allow for a very high loan to value and usually carried full recourse terms The owner/investor could also turn to their brokerage for very restrictive margin loans which required strong credit worthiness, were limited by size or loan to value, and also carried full recourse provisions and were subject to margin maintenance and Federal house calls.

Access to liquidity for executives of publicly traded companies who own stock in their own company becomes especially complex due to SEC restrictions and the possibility of triggering taxable events. Owners of restricted stocks are limited in options if they wish to sell or access equity using their interest in their company owned stock.

The stock loan industry has now matured and can deliver a wide variety of lending solutions to many of the most common problems associated with accessing stock equity & liquidity.  Pallas Financier, Ltd. has partnered with many of the nations leading stock lending institutions to bring investors the very best array of products and services in the stock loan industry today.

Contemporary products provide borrower(s) with confidence by offering higher loan to values with limited-recourse alternatives while providing the owner with a hedged down side risk. Stock loans are an ideal way for the investor to be in and out of the market simultaneously.

In general, stock loans allow the borrower

• to keep the stock(s) in their own name,
• do not require personal credit checks,
• require no additional collateral (other than the stock(s) pledged) and
• are an excellent way for the investor to hedge in the event of a market decline.

You can call me for a quote - I just need to know the stocks you're considering the loan against - Traci Gregory, 770-333-4404, or send me an email - traci@tracigregory.com