Our Process

At Biltmore, we want our clients to fully understand both the benefits and drawbacks of a margin loan and together we will determine if it makes sense to employ this strategy.

We will act as your consultant to understand what you are trying to accomplish and if a margin loan makes sense.  Your advisor will discuss possible drawbacks such as the variable interest rate structure, ability to hedge this risk, margin call risk, and well as others. Together, we will develop strategies to reduce these risks and take advantage of the low rates offered. We can work directly with your CPA to see if you can properly deduct the interest and brainstorm about the best way to accomplish the tax deductibility.  Call an advisor today to learn more about setting up a low interest margin loan through Biltmore Capital Advisors.