Broker Dealers and Wealth Management Firms

TriState Capital Bank’s Wholesale Private Banking team engages in unique partnerships with broker dealers and wealth management firms on a national scale, and provides our partners and their clients flexible lending solutions.

Our team is ideally positioned to help our partners and their clients manage financial needs by offering custom lending solutions. We have the experience, expertise and capability to analyze complex situations and propose solutions for your clients.

 

Lending Services

Brokers Lending Services
  • Loans to Trusts, Partnerships, Family Investment Vehicles, etc.
  • Hedge Funds, Private Equity and Private Company Stock as part of a collateral package
  • Loans collateralized by marketable securities
  • Asset-based lending
  • Real-estate-based lines of credit
  • Fixed rate options
  • Fixed rate mortgages
  • Short-term bridge loans
  • Business Purpose loans