Meketa Capital Debuts Infrastructure Fund Through Schwab Platform

Meketa Capital Launches Infrastructure Fund on Schwab’s Platform

Meketa Capital has officially launched its Meketa Infrastructure Fund (Ticker: MIFAX), marking a significant milestone for registered investment advisors (RIAs) looking to enhance their investment offerings. This new fund is now accessible through Schwab’s Mutual Fund Marketplace, allowing easier access for financial advisors and their clients.

Expanding Access to Private Market Investments

Michael Bell, CEO of Meketa Capital, shared his enthusiasm, stating, “Making the Infrastructure Fund available on one of the largest RIA custodians in the country represents a major step toward achieving our goal of expanding investor access to private market investments.” This initiative promotes broader access to diverse investment opportunities that were once primarily exclusive to institutional investors.

Fund Structure and Objectives

The Meketa Infrastructure Fund is tailored to RIA clients who are seeking both diversification and long-term capital appreciation. By investing in global private infrastructure, this fund offers a unique avenue for diversifying investment portfolios. Registered under the Investment Company Act of 1940, it operates as an evergreen interval fund priced daily and providing liquidity for up to 5% of the Fund’s NAV once per quarter.

Expertise Behind the Fund

One of the key advantages of the Meketa Infrastructure Fund is its connection with Meketa Investment Group, the parent company of Meketa Capital. With over forty years of experience in serving institutional investors, Meketa Investment Group is well-regarded for its commitment to private market investment consulting and fiduciary management. This experience enhances the fund’s potential to offer effective and tailored solutions for its investors.

Supporting RIAs with Better Solutions

Stephen McCourt, Co-CEO of Meketa Investment Group, emphasized the importance of this initiative, stating, “Increasing RIA access to the Schwab platform will directly support Meketa Capital’s mission of offering individual investors access to direct private infrastructure investments while enabling RIAs to deliver optimal solutions for their clients.” This mission reflects the commitment to fostering a robust investment landscape for both advisors and their clients.

Contacting Meketa Capital

Investors and interested advisors are encouraged to reach out for further information regarding the Meketa Infrastructure Fund. For inquiries, it's possible to call 720-697-1010 or reach out through email. Meketa Capital is committed to supporting advisors and enhancing their investment offerings with innovative solutions.

About Meketa Capital

Meketa Capital serves as a subsidiary of Meketa Investment Group, concentrating on delivering specialized investment solutions for the advisory marketplace. The firm is dedicated to marketing and distributing investment services and products targeted towards RIAs and advisors operating in the individual investor sector. Offerings from Meketa Capital include managing and distributing interval funds, asset allocation for model portfolios, and crafting customized private market fund solutions.

Understanding Investment Risks

As with any investment, understanding the risks associated with the Meketa Infrastructure Fund is crucial. While past performance can provide insights, it is not a guarantee of future success. Investors are encouraged to review the Fund’s objectives, risks, charges, and expenses before making investment decisions.

Frequently Asked Questions

What is the Meketa Infrastructure Fund?

The Meketa Infrastructure Fund, available through Schwab’s Mutual Fund Marketplace, aims to provide access to global private infrastructure for registered investment advisors.

Who can invest in the Meketa Infrastructure Fund?

Registered investment advisors (RIAs) and their clients seeking diversification and long-term capital appreciation can invest in the fund.

What is the liquidity structure of the fund?

The fund offers liquidity for up to 5% of the Fund's NAV once per quarter, making it accessible while also maintaining investment stability.

What expertise does Meketa Capital bring to the fund?

Meketa Investment Group, with over forty years of experience, leverages its extensive knowledge in private market investment consulting for the benefit of the fund.

How can I contact Meketa Capital for more information?

For inquiries about the fund, you can call 720-697-1010 for assistance from Meketa Capital's team.

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