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Preserving the strategy, not sacrificing it
Private financing lets you maintain market exposure, preserve tax efficiency and access capital quickly and discreetly, without compromising your portfolio’s positioning and long-term vision
Tailored wealth financing
Mora Capital Lending
Our platform allows clients to leverage their portfolios and financial assets without compromising their long-term investment strategies.
Contact usFinancing solutions tailored to your asset strategy
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Liquidity backed by investment portfolios
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Integration with RIA, broker-dealer and institutional custody
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Customized structures
Structured and efficient financing
Advantages
Traditional liquidity solutions tend to force clients to sell assets at inopportune times, generate fiscal events, or accept rigid credit processes. Our private financing model rethinks this approach, offering an alternative that is more efficient and aligned with the wealth strategy
Designed for the realities of international clients
For LATAM investors with assets held in the United States, traditional cross-border banking tends to be slow and restrictive. Our platform has been designed with your multi-jurisdictional needs in mind
A strategic liquidity tool
Private financing is not just credit, but also a strategic tool that enables you to optimize liquidity, preserve investment intentions and act decisively when necessary.
Properly integrated into a wealth strategy, private financing becomes a source of strength, not a leverage risk
Proactive risk management
The broker-dealer, as the administrator of the collateral, oversees risk management in a professional and ongoing manner.
This approach ensures orderly decisions, clear communication and a predictable experience throughout the lifetime of the loan
Types of loans
Non-purpose loans
Designed to provide flexible personal liquidity for needs not related to leveraging financial portfolios. It can provide for goals such as buying or renovating real estate, lifestyle purchases, paying taxes, wealth planning or business and family needs, without the need to sell assets or generate capital gains or losses
Purpose loans
Structured to support objectives directly linked to investment and portfolio optimization. They provide access to capital to rebalance portfolios, taking advantage of strategic investment opportunities
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