Circle Squared Alternative Investments (CSQ), a provider of outsourced chief investment officer (OCIO) services, has entered into a partnership with Strategic Capital Alternatives (SCA), a $1.5bn money management and investment consulting firm.
Go deeper with GlobalData
Under the strategic partnership, SCA can access CSQ’s management team that will serve as experienced coaches and mentors, to assist advisors better understand and communicate the advantages of alternative investments in a portfolio to their clients.
In addition, CSQ’s team will provide advisory services on a stream of vetted alternative opportunities to SCA’s investment committee for consideration.
CSQ said that the deal will allow advisors who work with SCA to capitalize on an investment model long employed by institutional investors.
Jeff Sica, founder and CIO of Circle Squared, said: "The great benefit of this partnership to SCA is that their client-advisors can now bring to their high-net-worth investors a robust suite of the best ideas in alternatives the industry has to offer."
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData"Our partnership with SCA is to elevate the experience of advisors and their clients by offering an array of tailored alternative investments supported by superior customer service and backed by the most advanced technology the industry has to offer," added Sica.
