Middlebrook Stock Loans

Borrow 5%-500% of the value of your stocks including Rule 144 (or your stock options, including LEAPS), you can gain 5%-500% liquidity without triggering a taxable event and without giving up future appreciation. The loan is non recourse (no personal financials required; no claim on you) and non callable (you need not pay it off if you don't want to; there are no margin requirements or calls). By collateralizing a loan with your stock, the 5%-500% stock loan is actually a safe way for an investor or borrower to protect furture profits, obtain and actually leverage higher yielding investments.
There are no monthly payments required, all interest is paid quaterly and the loan is renewable at maturity for another term, even if the value of the underlying stock has declined. If the value has increased, the loan can be renewed for the increased amount. Thus, an investor has unlimited upside potential.
This loan program opens up a number of unusual opportunities not available elsewhere. It enables one to lock in capital gains without triggering a taxable event, diversify into other investments by leveraging a stock portfolio without the risk of a margin call if the stock declines in value and protect the value of stocks while staying invested longer term. It also enables one to transfer equity from a stock portfolio to heirs with minimal tax consequences. Costs will vary by stock strength. All loans are hedged, with no risk to the borrower. Loan approval is simple, quick and straightforward. There are no hidden costs or surprises.

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Middlebrook Investments

Stock Loans