Evercrest Private Bank & Trust Evercrest Private Bank & Trust

Structured Investment Vehicles

Investment Plans & Yield Schedules

Choose from diversified debt and capital preservation tiers with contractual interest terms, predictable maturity schedules, and segregated asset custody.

Conservative Risk Profile

Treasury Capital Note

Short-duration US sovereign and municipal paper offering capital preservation and steady monthly yield.

6.5% contracted return
over 30 days
Minimum Entry: $1,000 Maximum Allocation: $25,000
Conservative Risk Profile

Starter Plan

A measured entry point for new investors focused on steady, predictable monthly yield.

8% contracted return
over 30 days
Minimum Entry: $50,000 Maximum Allocation: $500,000
Growth Risk Profile

Institutional Liquidity Yield

Tailored for accredited family offices and corporate treasuries seeking bespoke high-yield allocations.

15.5% contracted return
over 180 days
Minimum Entry: $250,000 Maximum Allocation: $2,500,000
Growth Risk Profile

Premium Professional

Tailored for accredited and institutional partners seeking maximum duration yield.

18% contracted return
over 180 days
Minimum Entry: $5,000,001 Maximum Allocation: $50,000,000

Real-Time Estimator

Model Your Expected Returns

Estimate yield projections using active contractual terms directly from our database.

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Contractual Expected Return $0 Total Portfolio Value at Maturity: $0