Need liquidity? Traditional banks not a good option? Have a stock portfolio? You could sell some of your holdings to raise cash. 

Looking to make fund the expansion of your business, home improvements, or retire high-interest debt? You might want to consider using your stock portfolio for a secured loan.

Deborah is a scientist focused on developing her patents and treating her patients. EFH is a partner that helps Deborah succeed as a business owner.

With most of the real estate market still uncertain, it is difficult to continue developing properties and keeping primary investors comfortable. Jay plans to continue working with EFH to keep his business moving forward despite the market volatility.

For investors with a significant portion of their wealth in an equity portfolio, there is a way to protect or hedge the gains in their investments: a securities-based loan.