Define the need
Amount, purpose, timing, portfolio structure, and flexibility.
Built around real-life needs
Your portfolio may be long-term. Your borrowing needs may not be.
The right conversation begins with timing, purpose, concentration, collateral, and alternatives—not a preselected product.
01
Concentrated stock
Explore liquidity around a substantial single-stock position while also considering diversification, tax, and concentration risks.
Explore use cases →02Real estate or business
Compare financing paths for a major purchase or opportunity that arrives before your investment plan changes.
Explore use cases →03Tax or family need
Evaluate timing-sensitive capital needs against portfolio sales, credit options, and total financing economics.
Explore use cases →From question to informed decision
A review process with checkpoints.
Each stage can uncover a reason to stop, compare a different path, or seek additional tax, legal, custody, or compliance guidance.
Review the portfolio
Concentration, liquidity, custody, eligible collateral, and constraints.
Evaluate paths
Sale, credit, or options-based financing under current conditions.
Review full economics
Costs, risks, margin, maturity, closeout, documents, and operations.
Fast answers
Questions before a private review.
No. They are dated InvestedFlex indicative annualized rates. Executable pricing, eligibility, brokerage, exchange, account, and other costs may differ.
No. The intended fixed expiration payoff does not remove execution, collateral, margin, liquidity, closeout, clearing, operational, tax, or product-rule risks.
Smart liquidity, professionally managed.
Whether the goal is a real-estate purchase, business expansion, or a near-term tax obligation, InvestedFlex is designed to provide portfolio-based liquidity without beginning with an immediate sale of long-term investments.
Market-linked rates
Choose among dated maturities and review the current InvestedFlex indicative annualized rate before deciding whether to proceed.
Potential after-tax efficiency
Use the tax-rate slider above to illustrate a possible after-tax equivalent rate. Actual deductibility depends on individual facts and professional tax review.
No mandatory monthly principal payments
The structure is designed without a traditional monthly principal-payment schedule during the selected term, subject to actual terms, collateral, margin, and account requirements.
Define the liquidity need
Clarify the amount, purpose, timing, and desired maturity.
Review the portfolio
Evaluate holdings, concentration, custody, collateral, and account requirements.
Professionals structure the trade
InvestedFlex manages construction, coordinated execution, and ongoing oversight.
Cash today, defined obligation later
Receive net proceeds today with a fixed contractual value due at the selected expiration.
Under the hood
Four positions. One intended fixed value at expiration.
A box spread combines a call and put at each of two strike prices. Their directional exposures are designed to offset at expiration. Selling the structure can create cash proceeds today and a known contractual amount due later.
Actual implementation depends on European-style product rules, execution, clearing, collateral, margin, current market prices, custodian or FCM treatment, and professional review.
1
Call at lower strikeOne side of the lower synthetic position
Coordinated2
Put at lower strikeOffsets with the lower-strike call
Coordinated3
Call at higher strikeOne side of the higher synthetic position
Coordinated4
Put at higher strikeOffsets with the higher-strike call
CoordinatedIntended expiration result: fixed strike-width value
The four positions are coordinated to produce the defined expiration value.
Private portfolio review
Bring the portfolio. Bring your borrowing needs.
We’ll begin with questions—not assumptions.