Shelly Bay Capital LLC

Customized Non-Recourse Stock Loan Programs for Sophisticated Investors

Office: 646.281.1221

Fax: 516.627.5106

76 Plandome Court, Manhasset NY, 11030

Email Us

Stock Loans

Benefits

Loan Process

Applications

FAQ

Quotes

Contact Us

Home

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!

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.

Non-recourse stock loans provide an excellent hedge against market volatility. A stock loan also offers low fixed interest rates and full upside growth.