We provide investment advisory loans to help you position your firm for success now and into the future. You might think the lowest interest rate is what you should look for in a loan, but a low rate doesn’t always mean the best funding option for your investment advisory firm.
Your loan term actually has a more significant impact on your business’ cash flow than your rate does. With a longer term, you can enjoy a lower monthly payment and will ultimately have more cash on hand to run a healthy firm and grow your book of business. Live Oak can offer a customized investment advisor loan package with favorable terms so your firm will be ready to seize opportunities.
120,000 advisors plan to retire within ten years, providing you an opportunity to acquire books of business. Pre-approval for financing helps you compete with other buyers and appeal to sellers.
You’ve worked hard to build your business. Together, let’s strategize on the right investments in your firm to ensure a profitable and successful transition.
Many advisors are considering a move to independence. If uncertainty or lack of capital is holding you back, we can provide the resources you need to confidently make your move.
Need a little guidance and advice? Contact a loan specialist, they're ready to help.Connect with a Loan Specialist