Both Sides of the Balance Sheet - New Lending Capabilities

Both Sides of the Balance Sheet - New Lending Capabilities

June 18, 2023

Both Sides of the Balance Sheet - New Lending Capabilities

As your wealth advisor, we know how important it is for you to have access to flexible and competitive financing solutions. Affluent families and businesses often use debt opportunistically, and it's our job to help you maximize both sides of your balance sheet.

For that reason, we’re excited to share some great news: our recent partnership with Orion Cash and Credit. For those unfamiliar, Orion is a “wealthtech” company with a sterling reputation in the industry.

We have been using their portfolio accounting, trading, and performance reporting technology since our launch in 2018. This cash and credit part of their platform allows independent registered investment advisory firms such as ours to fully connect clients’ banking needs with our planning and investment strategies.

So, going forward, we will be armed with competitive lending and additional cash management solutions to help you reach your goals.

Of course, the aim of this program is to complement your existing banking relationships, not to replace them. As always, we’re here to counsel you on the best options for your financial plan; only now we can provide competitive loan options as well. That will be particularly helpful in areas your primary bank may not specialize in, such as marine, aircraft, or lines of credit against your securities.

Through this program, we have access to:

  • A range of vetted loan providers to offer a competitive array of personal, business and specialty lending options.
  • Convenient processing.
  • Specialized consultation and exceptional service from a team of highly qualified banking experts.
  • FDIC-insured deposit programs at competitive interest rates for portfolio cash and held-away cash balances.

This platform allows you to borrow against your assets at attractive rates and terms without disrupting your investment strategy or cash flow.

Whether you need funds for a major purchase, a business opportunity, or even a mortgage for your home, our platform can provide you with a customized loan that meets your needs and goals.


Ultimately, this partnership between Boyd Wealth Management and Orion Cash and Credit will give you more control and flexibility over your finances, while also enhancing our relationship with you. It’s just one more way that we can provide you with personalized advice, guidance, and now, lending solutions, optimizing your wealth and helping you achieve your objectives.

If you are interested in learning more about our new lending platform, please contact us. We are happy to answer any questions and strategize about how this news can benefit you.

We look forward to serving you better with this innovative solution.

Happy Planning,