Helping You Grow
As an investment advisor, you help your clients increase their worth. Of course, your goal is the same for your business. With Live Oak Bank, you get a long-term financial partner who believes in you and your firm. We know you can grow and we want to help, which is why we have a lending team dedicated solely to investment advisor loans.
Our Investment Advisory Lending Team has extensive industry experience and expertise—we understand your business. We have loaned over $500 million to independent investment advisors for working capital, succession, acquisition and more.
Our unique focus and approach offers investment advisors these advantages:
We don’t “shop” your loan to the highest bidder— approve, underwrite, fund & service the loan ourselves. You’ll always get straightforward answers from us.
Our loan officers are industry veterans who work specifically with financial advisors like you. Let us share our experience and data to help you refine your growth strategy and access the capital to make it a success.
Simplicity and Speed:
Our innovative online platform optimizes the speed and ease of closing, while minimizing paperwork. With Live Oak Bank, you can look up the status of your loan online, any time.