Treeview Capital provides access to investment funds that normally have investment minimums of $1 million or even $10 million.

Lower minimums make it easier for a broader range of investors to participate in private investment funds. This makes these exclusive opportunities accessible to a broader range of investors.

By investing in funds with lower investment minimums, investors can achieve diversification and access investment opportunities traditionally available only to the wealthy, without needing to commit a significant amount of capital.

Yes, because of commissions. Brokerage firms charge a commission to purchase most of these funds. Charles Schwab has a $24 commission on most funds. Making smaller investments with a commission will decrease the overall return on investment. This is because the fixed commission fee takes a bigger bite out of smaller investments, making it less cost-effective compared to larger investments where the commission fee represents a smaller percentage of the total investment.

With your Schwab account linked to Treeview Capital, you can invest as little as $1,000.

Private investment funds often prefer to work with a limited number of investors. By setting minimum investment amounts in the millions of dollars, they can reduce the number of investors they need to manage. However, fund managers collaborate with investment advisors like Treeview Capital to offer smaller investment amounts because the advisor becomes the investor's main point of contact.

Investors can start with a smaller dollar amount and gradually increase their investment portfolio over time as their financial situation improves.

For example, a popular fund is Cliffwater Corporate Lending Fund (link). This $25 billion fund invests in floating rate loans to over 3,000 middle-market companies. The fund's minimum investment is $10 million. But through Treeview Capital, you can start with $1,000.