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Meketa Capital’s Private Markets Access Portfolios (PMAPs) offer an efficient investment solution for financial advisors.

The key benefits of PMAPs for advisors and their clients include:

Control. Advisors can access model portfolios designed by Meketa Capital while retaining custody of assets on their chosen platform, facilitating holistic financial planning for their clients. They also retain control of the relationship with their clients and responsibility for the suitability of their investments.
Efficiency. Advisors and their clients do not need to follow a cumbersome subscription document process – Meketa Investment Group reviews managers for the model portfolios using interval funds as the investment vehicles.
Transparency. Meketa Capital provides regular reporting on the composition of the model portfolios, as well as their performance against the relevant benchmarks. We also provide quarterly updates that detail the investment strategy and the positioning of the portfolios.
Confidence. Our investment process is designed to be robust, consistent, and reliable, so the advisor can have confidence in our model portfolios as an investment solution for their clients.

Meketa Capital’s Private Market Access Portfolios (PMAPs)

Meketa Capital builds portfolios using a disciplined, repeatable, and scalable investment process, seeking to help financial advisors and their clients in pursuit of their goals. Our PMAP investment process takes the guesswork out of portfolio management. Supported by Meketa Investment Group’s time-tested approach to asset allocation, manager selection, portfolio construction, and risk and performance monitoring, the Meketa Capital team focuses on building quality model portfolios.Meketa Capital offers three model portfolios, each taking advantage of allocations to private market investments.

Growth Model seeks to increase portfolio value through capital appreciation.
Balanced Model seeks to provide capital growth and current income.
Income Model seeks to produce income and achieve capital appreciation.

Customizable model portfolios that fit your investment management needs

Meketa Capital offers flexibility with our model portfolios. You can choose to use our pre-designed model portfolios, or we can customize our models to fit your investment management objectives. The best approach depends on your advisory practice’s needs and preferences.

Efficient implementation process for model portfolios

Meketa Capital simplifies the model portfolio process for your business with our four-step implementation program:

Transform your advisory practice with model portfolios

Leveraging model portfolios is a helpful strategy for building a sustainable and more effective advisory business. Advisors who adopt customized model portfolios may be able to offer more tailored solutions that are likely to enhance client experiences and provide a competitive edge in an ever-evolving financial landscape.

Further, model portfolios may be able to offer flexibility and versatility, serving as either a stand-alone solution or an integrated component of a broader investment strategy.

At Meketa Capital, we strive to empower you to expand your investment offerings with our multi-asset class private market portfolio solutions. Our diversified model portfolios are thoughtfully crafted to help navigate market shifts while helping you meet diverse client objectives and efficiently scale your advisory practice.

IMPORTANT INFORMATION

Investors should call 720-697-1010 or visit meketacapital.com and carefully consider both Fund’s investment objectives, risks, charges, and expenses before investing. This information is included in and may be reviewed through the MIFAX and PMPEXprospectuses. Please read the prospectus carefully. An investment in the Fund is subject to, among others, the following risks:

The Fund is considered highly speculative, illiquid, and should only be considered by investors who can bear such risk for an indefinite period of time and can afford a complete loss of investment. There is no guarantee that any income will be generated, or distributions will be made. The shares are illiquid meaning you will likely not be able to transfer or redeem shares on demand or in the quantity desired. An investment will involve significant risks due to the nature of the fund’s investments. The fund does not represent a complete investment portfolio. There can be no assurance that the investment objectives of the Fund will be achieved. The managers and portfolio structure provided herein may be subject to change.

The Fund is not intended as a complete investment program but rather the Fund is designed to help investors diversify into private equity investments.

The Fund is a “nondiversified” management investment company registered under the Investment Company Act of 1940. An investment in the Fund involves risk.

The Fund is new with no significant operating history by which to evaluate its potential performance. There can be no assurance that the Fund’s strategy will be successful.

Shares of the Fund are not listed on any securities exchange and it is not anticipated that a secondary market for shares will develop. Shares are appropriate only for those investors who can tolerate a high degree of risk, do not require a liquid investment.

There is no assurance that you will be able to tender your shares when or in the amount that you desire. Although the Fund will offer quarterly liquidity through a quarterly repurchase process, an investor may not be able to sell or otherwise liquidate all their shares tendered during a quarterly repurchase offer.

The Fund’s investment in private equity companies is speculative and involves a high degree of risk, including the risk associated with leverage.

Distributor: Foreside Financial Services, LLC. Member FINRA. Foreside is not affiliated with the closed end fund or any of the entities named within this communication.

MCL-951155-2026-06-10