Alexander Capital Advisors, LLC is a registered investment advisor (RIA). For each discretionary client, we tailor a portfolio to fit the client’s risk tolerance and return objectives.
RIA clients receive monthly account statements directly from Charles Schwab Institutional – the custodian for each account. Additionally, clients receive quarterly customized performance reports summarizing the client’s net of fees profit/loss and time weighted return including any investment in our alternative investment fund.
Clients invested in our alternative investment fund – The Plato Fund, LP receive quarterly statements from the fund’s third-party administrator, Ultimus Private Fund Solutions, LLC based in Cincinnati, OH. Northern Trust Securities a division of The Northern Trust Company based in Chicago, IL is the fund’s custodian and prime broker. Finally, the fund’s auditor is BDO, USA out of their Philadelphia, PA office.