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Cash Management & Lending


Our firm can provide access to lending products, which may help you preserve your investment strategy and stay on course to avoid the need to sell assets. Dedicated affiliated lenders provide a broad range of lending options available to help you with liquidity and maximize potential tax benefits: 

  • Securities-backed lines of credit — Set up a line of credit backed by the value of your investment portfolio to use for virtually any need. Securities-backed lines enable you to have money available without disrupting your long-term investment strategy.
  • Home mortgages — Access to a comprehensive range of products for both new mortgage and refinance needs through Wells Fargo Home Mortgage. You’ll have the backing of the nation’s leading residential mortgage lender.
  • Home equity loans and lines of credit — Home equity financing can be a sensible choice for home improvements, paying for education expenses, financing major purchases or life events such as a wedding, or as an emergency fund to meet unexpected large expenses. Home equity accounts typically have lower rates than many other types of credit, plus the interest you pay on your home equity account may be tax-deductible. 
  • Business Line of Credit — Business owners seeking unsecured financing to help manage and supplement business cash flow for seasonal expenses, inventory, payroll and taxes. Businesses with up to $20 million in annual sales and open for business a minimum of 2 years.
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