Protecting and Monetizing Your Equity and Fixed Income Portfolios Without the Use of Derivatives or Hedging
Overview
A privately structured stock pledge and loan agreement may work well for ultra-wealthy investors looking to minimize risk in equity and fixed-income portfolios or to monetize the securities in their portfolios. In this article, LBS Financial Services describes the benefits and explains the steps in creating this agreement, which can protect and monetize portfolios without the use of derivatives or hedging.