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. We currently utilize both Morningstar and Riskalyze subscription services to aid in this portfolio construction.
RIA clients receive monthly account statements directly from TD Ameritrade Institutional – the custodian for each account. Additionaly, 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 administrator, Woodfield Fund Administration, LLC. The Northern Trust Company based in Chicago is the fund’s custodian and prime broker.