An alternative investment option for busy professionals looking for diversification and steady returns

The average private company CEO earns $370,000 annually. But how do you keep it growing?

For C-suite executives and senior managers, managing wealth means balancing high-income demands, seeking predictable growth, and aligning investments with short-term goals. The SV Short-Term Note I could be part of the solution.

In today’s article we’ll take a closer look at the Note I, looking at its features and how it could fit into your portfolio.

 

Why the SV Short-Term Note I Appeals to C-Suite Executives

• Potentially High-Yield Alternative: With an annualized return of 10%, the Note I can offer more than double the return of a 2-year US Treasury (data as of 6/1/2024).

 

• Monthly Payments: Monthly payouts can provide a steady cash flow to cover expenses, reinvest, or fund other ventures.

Knowing exactly when payments will arrive allows you to plan your life with more confidence.

 

• Time-Sensitive Opportunities: The short 12-month term means that you can fund time-sensitive investment opportunities,

For instance, you might use the returns to cover a fast-approaching tax obligation, or secure a down payment on a property before market conditions change.

To see how this works in practice, let’s look at an example. Imagine you invest $100,000 in the SV Short-Term Note I for 12 months at a 10% target return, with interest compounded monthly.

You could see a return of approximately $10,406, offering added value to your portfolio without locking in long-term capital.

 

How This Short-Term Note Helps You Maximize Tax Benefits

Tax efficiency is a priority for many executives. According to an EY survey, two-thirds of C-suite leaders are now more involved in managing their organizations’ tax strategies. Doesn’t it make sense to apply that same level of strategy to your investments?

The Note I can be held in a self-directed 401(k), giving you tax-advantaged growth while delivering potentially attractive returns.

That means you can have more money for the things that matter. Why not use your extra gains to fund a luxury home renovation, or celebrate a milestone birthday with a once in a lifetime event?

If you want to learn more about creating a tax-efficient portfolio, click here.

What Can I Do Now?

For C-suite executives and senior managers, the SV Short-Term Note I can offer high returns, flexibility, and tax efficiency. Create a free investor account to get started today.

 

And don’t forget, refer a friend to Supervest to receive a one-on-one meeting with our Chief Investment Officer to review your portfolio.