Zeke Capital Advisors Reporting

Many wealthy families and small institutions struggle to comprehensively evaluate their investments.

Our technology provides clients with consolidated asset valuation and allows us to thoroughly analyze overall portfolio characteristics as part of our portfolio management process.

ZCA's reporting systems consolidate line items and balances from multiple custodians, and report aggregated investment performance.

Statement and Portfolio Reviews include:

  • Total Portfolio Performance Results vs. Industry Benchmarks
  • Asset Allocation
  • Total Portfolio Appraisal
  • Performance by Investment