Getting started with Treeview Capital is simple!

First, you will become a client on our website. During this process, you will provide some basic information and complete our secure identity verification before e-signing an investment advisory agreement. This process takes about 5 minutes!

Once your account is set up, you can easily link your existing Charles Schwab brokerage account to fund your investments.

Our platform will then guide you through exploring our curated selection of private market funds. You can place orders for an interval fund on Schwab's website on your own - or submit a request to Treeview Capital for the electronic paperwork to purchase a tender fund.

Yes, the minimum starts at $1,000. Treeview Capital offers access to institutional-quality private market funds with significantly lower investment minimums than typically found elsewhere. These minimums vary by fund, but we've worked to make sophisticated strategies more attainable for individual investors. You'll see the specific minimum investment requirement listed for each fund on our platform.

Currently, Treeview Capital supports Charles Schwab brokerage accounts. We support all types of accounts like individual, joint, IRA, 401(k), trust, custodial, SEP-IRA, and corporate/LLC business accounts among others.

We plan to add other brokers and custodians based upon client request.

If you do not already have an existing Charles Schwab brokerage account, Treeview Capital does not directly create your Charles Schwab brokerage account.

‍Opening a Schwab account is a very straightforward and quick process. Charles Schwab has made their online account opening incredibly easy, with most accounts able to be established within just a few minutes.

Treeview Capital provides access to a diverse range of private market investment funds. These include various strategies within:

‍Private Equity: Investing in private companies for growth.
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‍Private Credit: Lending directly to businesses for income.
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‍Private Infrastructure: Investing in essential real assets like utilities.
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‍Private Real Estate: Opportunities in properties and developments.

These funds may be structured as interval funds or tender funds to suit various investor needs.

It is completely your choice. Many clients find it beneficial to open a separate Charles Schwab account specifically for investments made through Treeview Capital. This approach offers clear advantages:

‍Easier Tracking: It helps you easily track and manage these specific private market allocations, keeping them distinct from your other investments.

‍Simplified Reporting: It can simplify your personal record-keeping and tax reporting related to these particular funds.

However, if you choose to invest from an existing Schwab account, please be assured that Treeview Capital's management fees will only be charged on the investments that require an investment advisor for purchase. Your other investments held in that same Schwab account, which do not require an investment advisor to purchase, will not incur our fees.

Yes, Charles Schwab will keep track of these investments within your brokerage account. Your Schwab account will reflect your ownership of the shares in the various funds available via Treeview Capital. You'll see these holdings on your Schwab statements and online portal.

For your convenience, you will typically receive a Form 1099 from Charles Schwab for any income or distributions generated by the funds held within your Schwab brokerage account.

This simplifies your tax preparation significantly, as you will generally NOT receive complex K-1 forms from the underlying private funds. This streamlined tax reporting is a key benefit, making it easier to manage your annual tax filings without the extra burden often associated with direct private investments. We still recommend consulting with a tax professional for personalized advice.

Yes, potentially! While our website features a curated list of available funds, if you are interested in an interval fund or tender fund that is not currently listed, please let us know. We can explore its availability and, if appropriate and feasible, may add it to our list of funds to provide you with broader access.

If your Charles Schwab account contains investments that were initially purchased through another investment advisor, linking that account to Treeview Capital can offer you significant cost savings.

‍By having these assets within your Treeview Capital-linked account, they become eligible for our ultra-low management fees. This can potentially lead to substantial savings compared to the fees you might be paying with your previous advisor, especially if their fee structure is higher. Our goal is to consolidate and simplify your investment fees where possible, ensuring more of your money works for you.

No, an investment advisor will not call you for personalized, one-on-one advice. Treeview Capital operates as a cutting-edge robo-advisor platform, providing automated and personalized recommendations based on your profile and goals. This technology-driven approach allows us to offer access to institutional-quality funds with significantly lower management fees and minimums, prioritizing efficiency and accessibility for all our clients.

We are committed to providing you with excellent support. If you have any questions, you can:

‍Explore our comprehensive FAQ page (you're on it now!).

‍Utilize our online support resources and guides within your Treeview Capital account.

‍Contact us via email at Support@Treeview.Capital for assistance with account-specific inquiries or platform navigation. We aim to provide timely and helpful responses to ensure a smooth investing experience.