In your 30’s and interested in a 15% return? Check out the SV Mid-Term Note D

 

A 2024 study by Bank of America Private Bank found that 72% of young investors believe it’s no longer possible to achieve above-average returns by relying solely on traditional stocks and bonds.

That’s where the SV Mid-Term Note D comes in. With a 15% annualized return and quarterly payments, the Note D is made for young professionals like you.

 

A 15% Return Geared Toward Funding Your Lifestyle Aspirations

If you’re a young investor with growth on your mind, high returns are likely a priority. The SV Mid-Term Note D can offer you an annual return of 15%—that’s three times the 3-year Treasury rate (data as of 6/1/2024).

Quarterly payments of 3.75% mean that a $50,000 investment could give you $1,875 every three months. You could put this income toward building a property fund, supporting an entrepreneurial venture, or upgrading your lifestyle.

 

Flexibility with a Three-Year Lock-Up

The SV Mid-Term Note D comes with a short three-year lock-up period. After three years, you can redeem your investment or roll it over, giving you options to suit your changing plans.

This flexibility can be especially helpful if you’re anticipating big milestones, like starting a family, taking time to travel, or exploring a new career path.

 

Security and Stability in a Managed Portfolio

Growth and flexibility is great. But is it secure?

The Note D is backed by merchant cash advances (MCAs) that are carefully managed by our experienced team.

The diversified approach limits risk by capping any one MCA investment at 1% of the total principal, helping to keep your returns on track.

 

Supporting You with Educational Resources

If you’re new to alternative investments, Supervest has you covered with a range of educational resources to help you make confident, informed decisions.

You can check out our comprehensive glossary, in-depth blog posts, and guides tailored to answer your questions and explain key concepts.

Whether you’re looking to understand exactly what ‘merchant cash advances’ are, or want insights into portfolio diversification, we create these educational tools to support you every step of the way.

 

What Can I Do Now?

The SV Mid-Term Note D could be an ideal fit for young professionals ready to try and grow their wealth with a structured, potentially high-return investment.

Sign up for a free investor account today to get started with the Note D. Or you can click here to explore our other notes.

And don’t forget, if you refer a friend to Supervest you’ll get a one-on-one meeting with our Chief Investment Officer to review yours portfolio.