Contango Credit Services

For example, CCS offers an investment line of credit (ILOC) that allows qualified clients to unlock the liquidity from long-term assets held in their Contango accounts.

This strategy enables them to meet short-term cash needs without disturbing either their investment strategies or their long-term holdings – and without incurring the adverse tax consequences that may accompany such sales.

Clients may choose to tap into the value of their portfolios for many reasons, including:

• Enhancing their lifestyles
• Purchasing real estate
• Expanding their businesses
• Meeting living expenses
• Consolidating debt
• Covering unexpected medical bills
• Diversifying to balance a concentrated position

How It Works
Together, you, your advisor and a Contango Credit Services expert will develop the credit strategy best suited to your situation.

The amount you may borrow using an ILOC is based on the value and type of the marketable securities held in your Contango account. These securities collateralize the line of credit.

Once your ILOC is in place you can access funds via direct deposit or wire transfer to your checking account.

If you think an ILOC may be appropriate for you – or if you have other specialized credit needs – please call your local wealth manager to learn more.