Charles Schwab Banking & Trust Services

McDonough Capital Management partners with Charles Schwab Bank to open up the opportunity for our clients to obtain a line of credit against their management taxable investment accounts. This enables our clients to make large purchases without potentially incurring large investment taxable capital gains. This line of credit allows liquidity without liquidations. If you have questions about Charles Schwab line of credit requirements and rates reach out to a McDonough Capital team member.