Are you an accountant looking to grow your capital? Read on to find out how the SV Mid-Term Note D could help you do just that.
As an accountant, you’re used to maximizing efficiency and returns – but how can you apply this to your own finances?
The SV Mid-Term Note D offers a potential solution, with a 15% annualized return and quarterly payments.
How does the SV Mid-Term Note D compare to bonds?
Traditional investments like bonds may not provide the returns you need to offset inflation and other rising expenses – especially with retirement on the horizon.
That’s where SV Mid-Term Note D comes in. The Note D can provide a secure, high-yield option at 15% per year. That’s more than three times higher than the 3-Year Treasury Rate and Yeildstreet’s short term notes (data as of 6/1/2024).
What kind of income could I expect?
For accountants who might be managing multiple financial streams, predictable income is key. The Note D can give you quarterly payments of 3.75%.
For example, if you invest $100,000, you could receive $3,750 every quarter—totaling $45,000 over three years. This steady cash flow could fund everyday needs or be put toward reinvestment.
If you wanted, you could cover everyday costs with this regular income, freeing up other capital to invest in your long-term goals.
Plus, this note can fit into a self-directed 401(k), giving you tax advantages on top of your returns.
What options do I have if I want more liquidity?
With the SV Mid-Term Note D, there’s just a two-year lock-up period. That’s much shorter than other alternatives, such as private equity, which typically requires a 10 year lock-up.
The Note D’s shorter lock up means that you can reassess your strategy more regularly. At the end of the 2 years, you can either withdraw your capital or roll it into another note for continued returns.
What can I do now?
SV Mid-Term Note D could be a high-yield, secure, and flexible choice for accredited investors looking to grow their wealth. Sign up for a free investor account today to get started with the Note D.
Don’t forget to refer a friend to Supervest if you want personalized investment guidance from our Chief Investment Officer.
