Access more than 100 high-quality 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.
Stable income and capital growth from essential physical assets
Deliver CashflowEstablished portfolios of prime commercial, industrial, and large multi-family
HedgeWe provide personalized 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:
Your Money Stays Safe 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.
Select from our 100+ curated funds and initiate your first investment purchase with minimums as low as $5,000.
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.
Ultra-Low Cost: Advisory fees are as low as 0.20% of your investment, giving you the best-in-class pricing and access to the lowest-fee share classes available from fund managers.
Start Small: Enjoy the lowest investment minimums available to retail investors, starting at just $5,000.
Vetted Funds: A carefully curated list of interval funds and tender offer funds, selected and rated by our experts.
Personalized Guidance: Automated, personalized recommendations help you confidently select investments.
Registered with the SEC: We are held to a fiduciary standard — we are legally required to act in your interest.
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