Clients successfully met tight timelines without withdrawals in satisfying their objectives.
In the fast-paced world of wealth management, the ability to act swiftly can significantly enhance client satisfaction and trust. And when it comes to those situations where your clients need access to quick liquidity to meet new opportunities or manage emergent cash flow issues, having alternatives in place to avoid hasty portfolio withdrawals can be essential to protecting their long-term financial goals.
Independent advisors can provide an alternative to portfolio withdrawals by introducing their clients to a securities-based line of credit (SBLOC). Such credit lines offer clients prompt liquidity without disruption to their investment portfolio. TriState Capital Bank has a proven history of partnering with advisors to meet a range of client borrowing needs, including the challenging and complex, with exceptionally efficient speed. Here are just two examples of how speed to funding allowed one advisor to help two of his clients meet their current goals without compromising their long-term investment objectives.
