The Simpler Path to Investing Your Newly Acquired Funds

Inheriting a large sum of money can feel overwhelming, with concerns ranging from taxes to selecting wise investments.

The SV Mid-Term Note I offers the potential for a 12% annualized return with quarterly payouts—a potentially attractive choice for those looking to grow their newly inherited wealth.

Today’s article explores how the Note I’s features fit the needs of people who’ve recently come into a large sum.

 

Understanding the Challenges of Inherited Wealth

Sudden wealth can be a shock. In fact, 1 in 5 Americans report feeling emotional strain over an inheritance.

On top of that, fear of losing or mismanaging your newly gained funds can create extra stress, leaving many inheritors looking for a simple, reliable option that doesn’t require nonstop management.

Enter the SV Mid-Term Note I—a potentially high-yield option that can turn uncertainty into clarity, helping new inheritors like you feel more in control of your financial future.

 

 

Key Features of the SV Mid-Term Note I

• 12% Annualized Return: Investors get quarterly payouts at 3% for two years—around 2.5 times higher than a 2-year Treasury rate (data as of 6/1/24)
• 2-Year Lock-Up: Start with a minimum $25k investment, then either redeem your principal and interest or roll them over at maturity.
• No Fees: Keep more of your hard-earned returns.
• Managed Portfolio: Expert supervision takes the pressure off, especially helpful if you’re new to handling larger sums.

 

 

 

Why the Note I Suits Recent Inheritors

Inherited funds can often come with immediate concerns—like paying estate taxes, settling outstanding family expenses, or simply reorganizing your finances. That’s where the SV Mid-Term Note I stands out.

Imagine a beneficiary inheriting $300,000. They could place $100,000 in the Note I and earn $3,000 every quarter. These payouts could cover estate-related costs or everyday bills without dipping into the rest of the inherited principal.

Plus, the Note I invests in a diversified merchant cash advance portfolio, capping exposure at 1% per deal. This means your newly acquired wealth isn’t overly dependent on a single, risky venture—giving you a potentially more stable approach while you settle into your new financial situation.

 

What Can I Do Now?

The SV Mid-Term Note I could give you a potentially secure, flexible way to invest your newly inherited wealth.

Ready to make your money work for you? Sign up for a free investor account and explore how Note I can help you grow your inheritance with confidence.

And remember: if you refer a friend to Supervest, you’ll receive a one-on-one portfolio review with our very own Chief Investment Officer.