Portfolio Access
For C&N Wealth Management clients in need of flexible funding for current expenses, expansion plans or countless other reasons.
Access Your Current Investment Assets to Take on All Life’s Twists & Turns in NY & PA
C&N's Portfolio Access gives you faster, simpler access to additional funds so that you can easily adjust to whatever your life requires.
As a Wealth Management client of C&N, Portfolio Access financing is one more way we can help you to put your assets to work in order to make your life better. The program allows you to open one of two types of new loan accounts:
Line of Credit
Ideal for those looking to access funds on an ongoing basis, this revolving, non-purpose line eliminates the hassle of liquidating existing assets and can be kept active for as long or short a period as you like.
Term Loan
This fixed-term loan can be put toward specific goals, such as home improvements, tax payments, a bridge loan when between primary residences and more.
No matter which option you choose, loan administration is easy since you’re already a C&N client. You’re free to prepay either loan at any time, and monthly interest payments are made automatically from your existing C&N accounts to these new loans as well.
Portfolio Access Highlights
For our Wealth Management clients in need of flexible funding for current expenses, expansion plans or countless other reasons, Portfolio Access offers:
- Broad-purpose access to funds on demand
- Competitive in-house pricing
- Ability to maintain your current investment policy mix
- Creates liquidity by raising cash without the sale of securities
- Potential to offset net investment income tax
We're glad you chose C&N Wealth Management and we're proud to offer this new program to you. Connect with our Wealth Management team today to learn more about how C&N's Portfolio Access can help make your life just a little bit easier.
