Over time—and at any given time—an investor’s goals will change and evolve. While financial success is typically centered on portfolio performance, many sophisticated investors realize that the strategic use of leverage can serve as a catalyst to help maximize wealth.

We agree. In fact, strategic borrowing is one of five practices we call “Active Wealth” that help our clients achieve long-term success.

Our customized credit options–available in U.S. dollars and select foreign currencies–enable you to address virtually any borrowing need:

• Short-term liquidity
• Major purchases
• Business investments
• Diversification

Using credit modeling tools, we will recommend financing alternatives that take into account cash flow, taxes, time horizon and long-term investment objectives to help you achieve your long-term goals.


Credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., a wholly owned subsidiary of The Bank of New York Mellon Corporation. Member FDIC.

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We will connect you with a Private Banker to provide a balance sheet review and discuss a leverage strategy based on your individual needs and unique situation.

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Contact us today and we will connect you with an expert advisor who can tell you more about our credit and lending solutions.