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 offer 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.

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 offer 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 offer 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. Treeview Capital is your Investment Advisor, not your custodian or broker.

We provide the access, platform, and advisory function that allows you to purchase and hold these sophisticated funds in your Schwab account.

However, we do not have the legal authority or access to:

1. Make trades, sales, or purchases in your account.

2. Withdraw or transfer any funds from your Schwab account.

All trading and movement of assets are initiated and authorized solely by you, the client, directly through your account at the custodian (Schwab). You always retain full control over your funds.

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.

A Treeview Capital 5-Star Rating signifies a fund has demonstrated superior risk-adjusted performance and strong qualitative attributes compared to its peers. It is an objective, multi-factor evaluation that goes beyond just returns. We conduct a rigorous analysis of the fund across five key areas:

1. Performance: Evaluation of recent and historical returns, always adjusted for the level of risk taken.
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2. Fees: Assessment of the fund's expense ratio to ensure fees are competitive and deliver strong value relative to its strategy.
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3. Holdings: Review of the underlying portfolio for quality, diversification, and consistency with the fund's stated strategy.
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4. Manager Quality: Due diligence on the investment team's experience, discipline, and tenure.
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5. Strategy Peers: Direct comparison of all factors against a meticulously defined group of funds with a similar investment strategy.

The 5-Star Rating is an assessment of past achievement and current quality, designed to be a starting point for due diligence, not a prediction of future performance.

If Treeview Capital, your investment advisor, were to cease operations, your investments would remain safe and secure because your assets are held by an independent third-party custodian, like Schwab.

Here's what you need to know:

‍Your Investments Are Safe: You legally own the fund shares, and they are held in your name at a separate custodian (e.g., Schwab). Treeview Capital's closure does not affect the safety or ownership of your existing assets.

‍Access to Your Account: You'll maintain full access to your account, statements, and records directly through your custodian's online portal (e.g., Schwab).

‍New Purchases Stop: You will not be able to make new purchases of the funds, as the advisory service for transacting would be unavailable.

‍Selling Existing Shares: To sell your existing fund shares, you must contact your custodian, Schwab, directly. They will manage your participation in any available periodic repurchase offers (tenders) for the funds you hold.

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.