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Shelly Bay Capital LLC |
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Customized Non-Recourse Stock Loan Programs for Sophisticated Investors Office: 646.281.1221 Fax: 516.627.5106 76 Plandome Court, Manhasset NY, 11030 |
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Non-Recourse Stock Loan Applications
A Non-Recourse Stock loan is one of the most creative and innovative strategies for accessing capital, financing stock options, diversifying assets and postponing income taxes. A stock loan is ideal for individuals who have current cash needs or for those who have a large concentration of stock and want to diversify their position without selling their stock. This second example is particularly relevant for officers or insiders with large positions in public companies who own restricted shares or who need to diversify their investments but are not interested in selling, paying capital gains taxes or sending a negative signal to the marketplace as an insider seller (subject to SEC regulations). Another application would be, you understand and appreciate the need for life insurance, annuities, estate planning, retirement planning or other important financial goals, but you have insufficient liquidity to fund these objectives. You no longer have to choose between stock investment plans and other financial needs, now you can have both with our non-recourse stock loan programs. Regardless of your need for capital, for business or personnel usage, our creative solutions to these circumstances allow shareholders to access large sums of capital and diversify their assets without tax consequences by utilizing our non-recourse stock loan programs. You get to enjoy the upside potential while protecting the downside risk-a true win-win solution!
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Non Recourse Stock Loan –A non-recourse stock loan is an outstanding strategy for access funds without losing ownership of the underlining asset. The borrower gets the capital infusion while maintaining the upside potential. And, with a non-recourse stock loan, if the asset depreciates below the LTV value, the borrower can forfeit the stock with no additional liability. Stock Loan-A stock loan will become a more viable asset option as home equity and other types of loans are becoming more difficult to obtain. Our programs provide liquidity for other important financial planning needs. The proceeds of a stock loan can be used to fund insurance, annuity or real estate investments. |
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Non-recourse stock loans provide an excellent hedge against market volatility. A stock loan also offers low fixed interest rates and full upside growth. |
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Call for advice regarding stock loans from these major cities:
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Akron, Ohio Albany, New York Albuquerque, New Mexico Alexandria, Virginia Anaheim, California Anchorage, Alaska Ann Arbor, Michigan Appleton, Wisconsin Arlington, Texas Aspen, Colorado Atlanta, Georgia Augusta, Georgia Aurora, Colorado Aurora, Illinois Austin, Texas Baltimore, Maryland Baton Rouge, Louisiana Bellingham, Washington Bellevue, Washington Beverly Hills, California Binghamton, New York Birmingham, Alabama Boise, Idaho Boston, Massachusetts Buffalo, New York Burbank, California Burlington, Vermont Canton, Ohio Cedar Rapids, Iowa Century City, California Chandler, Arizona Charlotte, North Carolina Charlottesville, Virginia |
Charleston, South Carolina Chattanooga, Tennessee Chicago, Illinois Chula Vista, California Cincinnati, Ohio Cleveland, Ohio Columbus, Ohio Corpus Christi, Texas Covington, Kentucky Dallas, Texas Dayton, Ohio Dearborn, Michigan Denver, Colorado Des Moines, Iowa Detroit, Michigan Dothan, Alabama Duluth, Minnesota Durham, North Carolina El Paso, Texas Escondido, California Eugene, Oregon Evanston, Illinois Evansville, Indiana Fort Wayne, Indiana Ft. Lauderdale, Florida Ft. Myers, Florida Garden Grove, California Garland, Texas Glendale, California Grand Rapids, Michigan Grandville, Michigan Green Bay, Wisconsin Greensboro, North Carolina |
Greenville, South Carolina Greenwich, Connecticut Harrisburg, Pennsylvania Hartford, Connecticut Hialeah, Florida Hoboken, New Jersey Hollywood, California Hollywood, Florida Honolulu, Hawaii Houston, Texas Huntington Beach, California Indianapolis, Indiana Irvine, California Jackson, Mississippi Jacksonville, Florida Kalamazoo, Michigan Kansas City, Missouri King of Prussia, Pennsylvania Knoxville, Tennessee La Jolla, California Lakewood, Colorado Lancaster, Pennsylvania Lansing, Michigan Las Vegas, Nevada Lexington, Kentucky Little Rock, Arkansas Long Beach, California Los Angeles, California Louisville, Kentucky Lubbock, Texas Madison, Wisconsin Manchester, New Hampshire Martha's Vineyard, Massachusetts |
McLean, Virginia Memphis, Tennessee Mesa, Arizona Miami, Florida Milwaukee, Wisconsin Mobile, Alabama Monterey, California Montgomery, Alabama Montvale, New Jersey Morgantown, West Virginia Mountain View, California Muskegon, Michigan Myrtle Beach, South Carolina Napa Valley, California Nashville, Tennessee New Haven, Connecticut New Orleans, Louisiana New York City, New York Newark, New Jersey Newport Beach, California Newport News, Virginia Norfolk, Virginia Oakland, California Oceanside, California Ogden, Utah Oklahoma City, Oklahoma Orlando, Florida Omaha, Nebraska Orange County, California Palm Beach, Florida Palm Harbor, Florida Palm Springs, California Palo Alto, California |
Pasadena, California Pensacola, Florida Philadelphia, Pennsylvania Pittsburgh, Pennsylvania Phoenix, Arizona Plano, Texas Pomona, California Portland, Maine Portland, Oregon Princeton, New Jersey Raleigh, North Carolina Reno, Nevada Richmond, Virginia Roanoke, Virginia Rochester, Minnesota Rochester, New York Rockville, Maryland Saginaw, Michigan Sacramento, California Salt Lake City, Utah San Antonio, Texas San Diego, California San Francisco, California San Juan, Puerto Rico San Jose, California Santa Ana, California Santa Barbara, California Santa Clara, California Santa Fe, New Mexico Santa Monica, California Sarasota, Florida Savannah, Georgia Scottsdale, Arizona |
Scranton, Pennsylvania Seattle, Washington Sioux City, Iowa South Bend, Indiana Spokane, Washington Springfield, Illinois Springfield, Massachusetts St. Louis, Missouri St. Paul, Minnesota St. Petersburg, Florida Stamford, Connecticut Syracuse, New York Tacoma, Washington Tallahassee, Florida Tampa, Florida Telluride, Colorado Tempe, Arizona Thousand Oaks, California Troy, Michigan Toronto Canada Torrance, California Tulsa, Oklahoma Tucson, Arizona Warren, Michigan Washington, (DC) District of Columbia Wayne, Pennsylvania West Palm Beach, Florida Wichita, Kansas Wilkes- Barre, Pennsylvania Williamsburg, Virginia Wilmington, North Carolina Winston-Salem, North Carolina Worcester, Massachusetts York, Pennsylvania Youngstown, Ohio |