Joseph Franks Email and Phone Number

At TriState Capital Bank, my team and I are dedicated to helping financial advisors and their clients gain liquidity options, without disrupting their current investment strategy. We can offer both variable and fixed rate lines of credit. By utilizing security backed lending, clients can use their non-qualified assets for a tailored solution to their short or long term borrowing needs. A SBLOC with TriState Capital can be used to enhance your current AUM, expand your AUM by acquiring new clients (that may have a loan already secured on the investment account) and manage your client’s liquidity needs. Our goal is to create an all-inclusive approach to managing wealth between the advisor and end client. If you would like to find out more, I can be reached at Jfranks@tscbank.com