Investment Offerings

Promissory Note Fund

Eppler Capital Funds offers an investment opportunity through promissory notes, targeting accredited and institutional investors. These notes are private credit investments, providing fixed-income returns over specified terms. The firm focuses on sectors with strong cash flow opportunities, aiming to deliver higher yields with lower overall risk compared to traditional equity investments, utilizing a structured debt approach to generate stable and predictable returns.

  • High-Yield Returns: Investors can choose from note terms of 3 to 7 years, with interest rates ranging from 7% to 9%, depending on the investment amount. A $10,000+ investment yields a 7% return, a $50,000+ investments yields a 8% return, and a $100,000+ investment yields a 9% return. Interest is paid monthly via direct deposit.

  • Regular Monthly Income: The structure provides a consistent income stream, beneficial for retirement or other living expenses. The promised rates remain fixed throughout the investment term.

  • IRA Compatibility: Investors can utilize self-directed traditional or Roth IRAs to invest, potentially enhancing their retirement portfolios. Eppler Capital Funds assists with the necessary paperwork through affiliated custodian companies.

  • No Market Volatility: Unlike publicly traded assets, promissory notes are not subject to market fluctuations, ensuring predictable income.

  • Diversification: Promissory notes offer an alternative to traditional investments like stocks and bonds, helping to diversify an investment portfolio. Since these holdings are not publicly traded, their values do not fluctuate in the short term, reducing volatility.

  • Attractive Returns: With interest rates outpacing many current fixed-income holdings and rivaling stock returns, these notes provide an opportunity for higher income with a fixed return.

  • Client-Friendly Structure: There are no upfront commissions or management fees. The firm earns only if investors are fully paid, aligning their interests with those of the investors.

Investing in Eppler Capital’s Promissory Note Fund provides a unique opportunity for accredited investors to earn high-yield fixed returns, diversify their portfolios, and generate reliable passive income with minimal market exposure.