TriState Capital

TriState Capital

Through TriState Capital Bank we can provide you with a variety of banking services. TriState Capital Bank’s history of innovative, actionable lending solutions is what makes them our preferred banking partner. Just as we are stewards of your wealth management, TriState Capital Bank provides steadfast dedication to personalized service and sophisticated solutions.

TriState Capital provides our clients with competitive rates on lending through Securities-Backed Lines of Credit (SBLOC). With an SBLOC, clients can use their investment accounts as collateral to access between 50%-60% of the value of a diversified investment account portfolio.  A collateral loan affords Olson Wealth Group clients the ability to avoid a forced sale of their investment portfolio, which may generate a tax bill, to satisfy their liquidity need.  The Tri-State SBLOC line is offered with no points, closing costs, or valuation fees, while using a reasonable underwriting period. Funds can fulfill personal or business needs at competitive rates, and there are no fees associated with this loan. Any non-qualified account, including equity, fixed income, and cash and cash equivalents, may be used as collateral. 

You are under no obligation to use the services of TriState Capital and may choose any qualified professional to provide Banking Service TriState Capital and their services are not affiliated with LPL Financial Olson Wealth Group.

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