Mortgage Planning & Debt Services
Mortgage Solutions
At Tate Capital Group we have advisors who are also licensed mortgage loan officers. This proves to be a valuable resource to our clients who often need to discuss their initial mortgage or refinance on their primary residence, or other investment properties.
We partner with mortgage brokers when appropriate to help our clients understand interest rates, the cost to borrowing, and to find the best mortgage products for their needs.
Asset Based Loans or Pledged Asset Line
What is an Asset Based Loan or Pledged Asset Line?
These terms are often used synonymously in the financial industry. A pledged asset line is a non-purpose line of credit that allows you to borrow against the non-retirement assets in your portfolio—without having to liquidate your investments.
Secured by assets held in a separate Pledged Account maintained at a brokerage, you can use your line of credit to access the funds you need while helping maintain your investing strategy.
How can I use a Pledged Asset Line?
This non-purpose line of credit can be used for a wide range of financial needs:
- Bridge funding for a new home
- Home renovation
- New business startup
- Tax payments
- College tuition
- Dream vacation