
Lending Solutions
As a Fiduciary Trust client, you’ll have access to convenient lending services, uniquely tailored to your needs. These services allow clients to receive mortgages or secured personal loans at attractive rates and minimal costs.
Mortgage Services Tailored for Fiduciary Trust Clients
As part of Franklin Templeton Investments, Fiduciary Trust can provide access to mortgage services through Franklin Templeton Bank & Trust. These services offer:
- A wide variety of mortgage solutions, including fixed, variable, hybrid and many other options
- Preferred rates for jumbo mortgages
- Customization to meet your specific needs
- No points or application fees
- Quick turnaround on approvals
As a Fiduciary Trust client, you have the option of establishing a secured loan or secured line of credit. These vehicles provide the flexibility to support your various liquidity needs—such as bridging property transactions or meeting business expenses—without disrupting your long-term portfolio strategy. Our secured lending program offers:
- Convenient, flexible terms
- Attractive rates
- A quick and easy application process
- Absolutely no fees
High Quality Service
The lending solutions offered by Fiduciary Trust and our affiliate, Franklin Templeton Bank & Trust, are delivered with a high level of personalized service and expertise. They are designed to meet the uncompromising service and quality standards of our clients.
Mortgages are offered through Franklin Templeton Bank & Trust. Eligibility is limited to U.S. residents only. The program is not available for leasehold estates, manufactured homes, mobile homes or construction.
Request a BrochureTo set up an appointment or to learn more about Fiduciary Trust, please contact Luke Fowler in our New York headquarters at (866) 624-3834 or l.fowler@ftci.com. You may also complete the information below and we will respond to you as soon as possible.
Fiduciary Trust's new capabilities brochure provides you with a comprehesive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
Please complete the form below, and we will be happy to mail you a copy.