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. Also, the fund is audited and has been each year since inception by Mercadien based in Princeton, NJ.