Access more than 100 institutional evergreen investment funds with reduced fees and investment minimums offering a more affordable entry point for self-directed investors.
Invest with your Charles Schwab brokerage account for easy access to alternative investments.
Targeting risk-adjusted income through higher-risk private market lending
GenerateSeeking long-term income and growth from physical infrastructure investments
Deliver CashflowExisting portfolios of core commercial, industrial, and multi-family assets
HedgeWe provide software-driven recommendations.
How We Make It Possible
We use specialized structures called Interval Funds and Tender Offer Funds. This bridges the gap between everyday investors and private markets by providing:
Custody Your Investments at Charles Schwab
We partner with Charles Schwab as our primary custodian to ensure your assets are held with one of the most trusted names in American finance.
Complete our seamless digital onboarding and e-sign your advisory agreement to get started.
Add Treeview Capital as the investment advisor for your existing Schwab brokerage account to connect your portfolio.
Review the funds recommended by our software based on your profile and initiate an eligible investment through your linked account.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional evergreen private market funds.
Most investment advisors restrict you to expensive public markets. Treeview Capital makes sophisticated alternative investments accessible to all investors.
Private Markets for Everyone: Access asset classes like Private Equity, Private Credit, Infrastructure, and Real Estate.
Fee-Efficient Structure: Advisory fees start at 0.30%, with automatic discounts for larger accounts, down to 0.20%. We provide institutional pricing and access to the institutional share classes available from fund managers.
Accessible Investment Minimums: Participate in alternative asset classes with an initial account minimum starting at $5,000.
Screened Alternatives Portfolio: Access to interval funds and tender offer funds that have met our firm’s quantitative and qualitative review criteria.
Tailored Portfolio Guidance: Algorithmic recommendation tools help align investment selections with your individual risk profile and financial goals.
Registered with the SEC: We are held to a fiduciary standard so we are legally required to act in your interest.
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