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Cash Management & Lending

Do you have a significant expense ahead that you would like to plan for without liquidating your investment assets?

Perhaps it is the purchase a new home, a real estate investment, paying for college or a wedding, or making a luxury purchase such as a car, boat or dream vacation.

We have various lending resources and financing options that will allow you to do this. The four basic borrowing options are:

  1. Credit Card
  2. Margin
  3. Securities-Based Lending
  4. Home Mortgages (purchases and refinancing)


Credit Card
(Raymond James Visa Signature credit card)

  • No Account Fees
  • Free Rewards Program
  • Competitive Interest Rates
  • Travel Benefits


  • Easy to Open (check a box)
  • No Credit Approval
  • Low Cost Source of Funds
  • No Fees
  • Competitive Interest Rates

Securities-Based Line of Credit

  • Third-party borrowing – pledge personal assets for business or others
  • Simple process compared to traditional bank loans
  • Interest can accrue
  • No fees, Doc stamps or recording taxes
  • Pricing based on pledged assets, not loan amount

Home Mortgages

  • Broad product offering
  • Competitive pricing
  • Solution focused team

Perhaps you have never considered your investment management professional as a source for borrowing money. In the past, this may have been true, but not any longer. Contact us today to find out how we might help with borrowing for your needs instead of selling your productive investment assets.