Your client's portfolio stays fully invested, actively tradeable, and under your management — pledge as collateral, never liquidated. No distribution to AUM.
✓ Portfolio remains invested and tradeable throughout the loan
✓ Up to 90% LTV on non-QM and super jumbo loans
✓ Third parties — including the advisor — can pledge on behalf of the client
✓ Eligible assests: stocks, bonds, mutual funds, CDs, and cash
