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Goldman Sachs Private Bank Select

Goldman Sachs Private Bank Select

March 21, 2023


Introducing Goldman Sachs Private Bank Select - the smart way to access liquidity for your investment needs.

With our ability to provide a collateralized loan against your securities portfolio, you can unlock the full potential of your investments without having to sell your assets.  The interest-only loan offers a very reasonable interest rate, so you can access the cash you need while keeping your investment strategy on track.

The loan is completely flexible, allowing you to pay down the principal whenever you choose.  This means you can take advantage of opportunities as they arise, without worrying about high fees or early repayment penalties.

We understand the importance of staying focused on your investment goals.  That's why we offer this innovative solution that allows you to stay invested and access liquidity when you need it most.

When choosing to use a collateralized loan it is important that you have the right investment solution that is positioned on three pillars:

1.  Wealth Preservation

2.  Prudent Growth

3.  Avoiding Irrecoverable Losses

Why is that important?

When a client makes the choice to use a select loan, we make sure that not only their allocation investment model is the correct one, we also make sure that they do not leverage their loan too highly in order to avoid getting a capital call.   Using the "three pillars" strategy assists in maximizing the potential return possible yet factoring the leveraging aspect allowing the client to keep their long-term investment strategy on track.

Our partnership with Goldman Sachs Private Bank Select along with our premier money managers (Rothschild & Co / Goldman Sachs) gives us the ability to leverage their knowledge to the benefit of our clients.  It is a client centric strategy that allows us a competitive advantage.

Contact us today to learn more about our collateralized loan options and how they can help you achieve your investment objectives.