Investment Advisor Loans
Investment Advisor Loan Programs
Growth Loans™
Growth Loans provide up to 100% financing for acquisitions, mergers, partial book purchases, and other growth initiatives. These loans include competitive terms, flexible structures, and a unique Holdback Feature for multi-tranche disbursements, helping advisors fund strategic opportunities while managing cash flow effectively.
NextGen Loans™
NextGen Loans offer up to 100% financing for internal succession plans, including partner buy-ins, buy-outs, and equity purchases. With amortization schedules up to 15-years and unique structures to exclude non participating partners as guarantors, these loans help advisors and firms transition ownership smoothly while preserving cash flow.
Refi Loans™
Refi Loans provide advisors with the opportunity to refinance existing business debt, often improving terms, lowering interest rates, and consolidating multiple obligations into a single loan. With competitive rates and flexible structures, these loans are designed to enhance cash flow and free up capital for growth or other strategic initiatives.
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Explore flexible financing solutions designed for investment advisors.
Contact us today to discuss how our loan programs can support your growth, succession, or refinancing goals.