Using credit in a well-planned, strategic manner can play a vital role in achieving your short-term and long-term goals.
Your Sterling team can work with you to integrate flexible credit solutions into your overall financial strategy.
Examples of the strategic use of credit include:
- Asset diversification by borrowing to invest in other asset classes.
- Margin lending for exercising any and all stock options.
- Risk management for portfolios with concentrated stock positions.
- Financing certain assets to minimize estate taxes.