Whether you require a jumbo or conventional mortgage, or need flexibility in certain ownership structures, your Private Banker will partner with our dedicated mortgage team to identify the best solutions for your unique needs.
Also, as a Private Client you can enjoy:
• Discounted rates when you purchase or refinance a home as a Popular Private Client6
• Equity Advantage Line of Credit rate discount6
Our investment philosophy revolves around your core portfolio. We make sure your money is working as efficiently and strategically as possible. We achieve this by implementing tailored plans, complemented by specialized strategies, which incorporate the following:
• Open Architecture Advisory Accounts
• Multi-Strategy Accounts
• Separately Managed Accounts
• Mutual Funds
• ETFs
• Self-Directed Trading Accounts ($9.95 per trade)
• College 529 Plans
Discover tailored lending solutions including home equity lines of credit and unsecured loans.6 Your Private Banker will introduce a full range of credit products and services, providing customized solutions which accommodate your individual needs.
Ready to guide you through every step, your Private Banker will begin by assisting with application-related matters and facilitating review of your application by a dedicated team of senior underwriters.
Our market-leading commercial banking team can help identify potential credit solutions that enable you to grow your business.7 Together, we can help achieve your business vision and help you grow with your financial goals. We provide:
• Commercial Real Estate/Multifamily
• Middle Market
• Healthcare Financing
• Condo/Coop Association Lending
Our alliances across multiple insurance companies allow us to provide solutions for both personal and commercial risk management. We offer a wide array of insurance products including life, disability, and business succession planning, among others.
Your Private Banker can assist by reviewing your current insurance policies and recommending additional insurance solutions, if warranted.
Types of coverage include:
• Buy Sell Agreements
• Key Person Insurance
• Whole Life
• Term Insurance
1Please refer to the Popular Palladium Rewards Terms and Conditions and your Private Banker for further account details. All lines of credit, loans and mortgages are subject to underwriting guidelines and credit approval. Rates, terms and conditions may vary by state and are subject to change without notice. All deposits with Popular Bank are insured by the FDIC up to the applicable maximum amount allowed by law for each deposit ownership category. All balances for Popular Bank deposits would be combined for purposes of determining FDIC coverage. For more information about FDIC Insurance coverage of deposit accounts, visit https://www.fdic.gov/deposit/deposits.
2Certain conditions, limitations and exclusions apply. For more information, please refer to the Mastercard® Guide to Benefits for the World Debit Mastercard.
3The interest rate increase does not apply to promotional CDs.
4Balances that are subject to a variable rate are eligible for applicable rate discount. Any balance that is subject to a fixed rate is not eligible for a rate discount.
5Please refer to the applicable disclosures for further account details and the Palladium Rewards Terms and Conditions. All lines of credit, loans and mortgages are subject to credit approval. Terms and conditions apply. The mortgage interest rate discount, and Equity Advantage Line of Credit rate discount will be provided while you have and maintain the Popular Palladium Checking requirements.
6All loans are subject to credit review and approval.
7Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. (“Infinex”). Member FINRA/SIPC. Popular Investments is a unit of Popular Bank. Infinex and Popular Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus and read it carefully before investing.
Popular Bank. NMLS ID # 417584
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