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Investment Advisor

Loans for Investment Advisors

As Registered Investment Advisors and Investment Advisor Representatives, your clients rely on you to help them achieve their dreams. But don’t forget about your own. Doesn’t it make sense to work with a partner who specializes in lending to your industry, one who provides a relationship-based approach and has the capital you need to support your practice today and your successes tomorrow? Partner with Oak Street Funding and we’ll get you there.

female investment advisor speaking to customers
  • Flexibility to Grow

    Obtain capital based on your biggest asset – future revenue – which gives you the flexibility to grow regardless of where you are in your business life cycle.

  • Control of Your Time Horizon

    We customize financial solutions and have flexible loan terms, so you can take charge of how you want to manage your business finances.

  • Aligned with Your Business Model

    Our unique cash-flow analysis, fast turn times, industry knowledge and innovative technology are aligned to how you run your business.

  • Freedom to Reinvest

    Interest only loans are available to allow you to free up capital and invest in your business today in order to grow tomorrow.

  • Smart Borrowing for Your Future

    Our loans fit your business needs and are non-SBA so you can keep personal and business assets separated.

Investment Advisor Loan Products

Your firm can be the best- and remain the best- with strategic moves that will help you win. When you need a business loan, Oak Street Funding offers a variety of financial solutions, customized to meet your business needs.

Ready to take the next step?