Diversified Strategies ($50M–$100M)

Preserving Capital through Short-Duration ETF Strategies

Eagle Capital Stability Trust
Private Institutional Opportunity – Memo 

For qualified investors seeking stability, liquidity, and transparency

Overview

Eagle Capital Stability Trust is a private institutional investment structure designed to preserve capital and deliver consistent, low-volatility performance. The strategy is centered on ultra short-duration, investment-grade fixed income ETFs, offering daily liquidity, high credit quality, and full operational transparency. The Trust is suited for institutions prioritizing capital stability in a risk-aware, yield-enhancing framework.

Investment Terms (Preliminary)

• Capital Commitment: USD 49,250,000

• Estimated Yield: 5.30% per annum

• Expected Monthly Income: USD 216,417

• Maturity: 10 years (120 months), bullet repayment

Key Features

✔ Strategy focused on high-quality, ultra short-duration fixed income ETFs
✔ Full execution and custody transparency via a top-tier institutional platform
✔ Managed by a U.S.-registered entity under fiduciary governance
✔ Cayman Islands-regulated structure with strong legal safeguards
✔ Long-term capital preservation via bullet maturity framework
✔ Institutional-only structure with no retail exposure or intermediaries

Operator Profile

The Trust is managed by an investment professional with over 20 years of experience across global capital markets, including equities, fixed income, currencies, and ETFs. The management framework is designed to align with institutional standards, emphasizing disciplined execution, transparency, and downside risk management.

Next Steps for Qualified Institutions

A secure data room is available upon request for verified allocators. Materials available include:
• Comprehensive Term Sheet
• Portfolio Allocation Simulations
• Performance & Yield Modeling
• Legal and Operational Documentation

Access is granted following institutional verification and execution of a standard NDA.

Disclaimer

This document is intended solely for qualified institutional investors. It does not constitute an offer or solicitation to invest. Complete documentation and access to due diligence materials are subject to verification and execution of a confidentiality agreement.

Contact:

📧 info@aiinvestments.tech
🌐 www.aiinvestments.tech

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