WWM Investments
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WWM Investments
Client Portal
Contact us

Lending

Our lending solutions for non-retirement accounts can allow clients to access liquidity without selling off assets or disrupting their investment strategies.

We offer a lineup of competitive solutions to help manage liquidity, enhance investment power, and help avoid the typical capital gains tax burden when selling appreciated positions to raise cash.

*Lines of Credit offered through Goldman Sachs Private Banking, US Bank Private Lending and TriState Capital Bank
Borrowing

Securities-Based Consumer Line of Credit

  • Access to a line-of-credit for personal or business needs—from starting a business to consolidating debt—with no immediate requirement to disturb a single investment holding
  • Ability to borrow up to 60% or more of the market value of qualified securities at competitive interest rates with no established repayment term and no additional fees
  • Secured by qualifying, liquid assets held in your non-retirement investment account(s) custodied at Pershing
  • Interest is paid only on the outstanding amount borrowed from the line of credit

Line of Credit Rates

Standard line of credit rates are subject to change. Secured Overnight Financing Rate (SOFR) is a floating rate. Please inquire with your WWM Investment Advisor.

*Lines of Credit offered through Goldman Sachs Private Banking, US Bank Private Lending, TriState Capital BankMo, and Nationwide Private Lending.
 

Loan Amount

  • $1- $24,999.99
  • $25,000 - $49,999.99
  • $50,000 - $99,999.99
  • $100,000 - $249,999.99
  • $250,000 - $499,999.99
  • $500,000 - $999,999.99
  • $1,000,000 - $4,999,999.99
  • $5,000.000+

Non-Purpose Lending Grid: Current Prime Rate Plus

  • Prime Rate Plus 2.5%
  • Prime Rate Plus 2.25%
  • Prime Rate Plus 2.0%
  • Prime Rate Plus 1.75%
  • Prime Rate Plus 1.0%
  • Prime Rate Plus 0.50%
  • Prime Rate
  • Prime Rate Minus 0.50%

Related Services

Wealth Management Solutions

Retirement Solutions

Business Planning

WWM Investments

WWM Investments, LLC. | 30 S Wacker Dr, Suite 2700, Chicago IL 60606

Office: (312) 356-2167

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities, Investment Advisory and Financial Planning are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 30 S Wacker Dr, Suite 2700, Chicago IL 60606. WWM Investments, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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