Meketa Capital Launches Infrastructure Fund on Schwab’s Platform
Meketa Capital has proudly announced the launch of its Meketa Infrastructure Fund (Ticker: MIFAX). This marks a significant achievement for registered investment advisors (RIAs) who are looking to enhance their investment offerings. The new fund is now available through Schwab’s Mutual Fund Marketplace, making it easier for financial advisors and their clients to access.
Expanding Access to Private Market Investments
Michael Bell, CEO of Meketa Capital, expressed his excitement about this development, 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 aims to broaden access to a range of investment opportunities that were traditionally limited to institutional investors.
Fund Structure and Objectives
The Meketa Infrastructure Fund is designed for RIA clients who seek diversification alongside long-term capital appreciation. By focusing on global private infrastructure, this fund provides a unique option for diversifying investment portfolios. It is registered under the Investment Company Act of 1940 and operates as an evergreen interval fund, which is priced daily and offers liquidity for up to 5% of the Fund’s NAV once per quarter.
Expertise Behind the Fund
A significant advantage of the Meketa Infrastructure Fund is its affiliation 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-known for its dedication to private market investment consulting and fiduciary management. This extensive experience enhances the fund’s potential to deliver effective and customized solutions for its investors.
Supporting RIAs with Better Solutions
Stephen McCourt, Co-CEO of Meketa Investment Group, highlighted 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 underscores the commitment to creating a robust investment environment for both advisors and their clients.
Contacting Meketa Capital
Investors and interested advisors are encouraged to reach out for more information regarding the Meketa Infrastructure Fund. For inquiries, you can call 720-697-1010 or send an email. Meketa Capital is dedicated to supporting advisors and enhancing their investment offerings with innovative solutions.
About Meketa Capital
Meketa Capital operates as a subsidiary of Meketa Investment Group, focusing on providing specialized investment solutions for the advisory marketplace. The firm is committed to marketing and distributing investment services and products aimed at RIAs and advisors working with individual investors. Meketa Capital's offerings include managing and distributing interval funds, asset allocation for model portfolios, and developing customized private market fund solutions.
Understanding Investment Risks
As with any investment, it is essential to understand the risks associated with the Meketa Infrastructure Fund. While past performance can offer insights, it does not guarantee future success. Investors are encouraged to review the Fund’s objectives, risks, charges, and expenses before making any investment decisions.
Frequently Asked Questions
What is the Meketa Infrastructure Fund?
The Meketa Infrastructure Fund, accessible through Schwab’s Mutual Fund Marketplace, aims to provide registered investment advisors with access to global private infrastructure.
Who can invest in the Meketa Infrastructure Fund?
Registered investment advisors (RIAs) and their clients who are looking for diversification and long-term capital appreciation can invest in the fund.
What is the liquidity structure of the fund?
The fund allows liquidity for up to 5% of the Fund's NAV once per quarter, ensuring accessibility while maintaining investment stability.
What expertise does Meketa Capital bring to the fund?
Meketa Investment Group, with over forty years of experience, utilizes its extensive knowledge in private market investment consulting to benefit the fund.
How can I contact Meketa Capital for more information?
For inquiries about the fund, you can call 720-697-1010 to receive assistance from the Meketa Capital team.
