Access This Fund with Low Minimums and Use Your Existing Schwab Account
Treeview Capital is the easiest way to add This Fund shares to your portfolio. We’ve removed the traditional barriers to entry, offering low fees and low minimums through an easy-to-use platform that puts you in full control.
Stop paying 1% fees.
Our 0.30% advisory fee lets you keep more money in your pocket.
Start Investing With Just $1,000 and Get Your First Month FREE
Invest in This Fund Today
Summary of Fund
$1,000
Minimum investment in this fund as a Treeview Capital client
$1,000,000
Minimum investment in this fund without using an advisor
0.30%
Treeview Capital advisory fee
(Discounts for larger accounts)
0%
Annual fund expense savings as a Treeview Capital client
Start Investing With 3 Simple Steps
Sign Up to Become a Client
Complete our fast digital onboarding and e-sign your investment advisory agreement to secure your access.
Link Your Schwab Account
Securely connect your existing Charles Schwab brokerage account with Treeview Capital to enable access.
Choose Your Funds and Invest
Select from our 90+ curated funds and initiate your first investment with minimums as low as $1,000.
Your Schwab Account: The Foundation of Your Access
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.
- Seamless Integration for Schwab Clients: If you already have a Schwab account, linking it to Treeview Capital takes less than 60 seconds. Once connected, your private market investments appear alongside your existing stocks and bonds in a single, unified dashboard
- Broad Account Support: Whether you are looking to grow your personal wealth or manage a retirement nest egg, we support a wide range of account types through the Schwab platform, including:
- Personal: Individual and Joint Brokerage
- Retirement: Traditional IRA, Roth IRA, and Rollover 401(k)
- Entity: LLC, Trust, and Corporate accounts
- Easy Access for New Investors: Not with Schwab yet? Simply open a brokerage account on Schwab.com. Once your account is active, you can immediately link it to Treeview Capital to unlock institutional funds that are typically unavailable to individual investors.
- Security You Can Trust: Your money stays in a Schwab account held in your name. You get the peace of mind that comes with institutional-grade security and SIPC protection, while Treeview Capital provides the specialized access to institutional funds.
The Treeview Capital Advantage: What You Get
We help investors expand their portfolios by providing affordable access to institutional private 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 $1,000.
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. Plus, get your First Month of Advisory FREE and benefit from exclusive referral discounts.
What others say about Treeview Capital
Treeview Capital truly opens up a new world of investing. I always thought private market funds were out of reach due to the high minimums. Now, I can diversify my portfolio with top-tier funds for a fraction of what was previously required."
The platform is incredibly intuitive. I love that I can easily browse funds from major institutions and manage everything right from my Schwab account. It's a seamless and transparent way to access private investments.
I was tired of paying high advisory fees on my alternative investments. With Treeview Capital, the low fee structure is a game-changer. It's the most cost-efficient access to private credit and equity that I've found anywhere.
Treeview Capital has not provided any compensation for the endorsements shown. No conflicts of interest exist.