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CSQ to provide outsourced CIO services in new partnership with Strategic Capital Alternatives


Circle Squared Alternative Investments (CSQ) has partnered with USD1.5bn money management and investment consulting firm Strategic Capital Alternatives (SCA).

SCA provides customised investment portfolio models and operational platforms to independent registered investment advisors (RIAs).

The partnership is aiming to empower advisors who work with SCA to capitalise on an investment model long employed by institutional investors – the outsourcing of highly specialised CIO-level analysis – but just now becoming available to independent financial advisors.

“Our OCIO model is a direct response to advisors’ recognising their efforts are much better spent on gathering assets than managing them, something institutions figured out a long time ago,” says Jeff Sica, founder and CIO of Circle Squared. “What makes our offering even more beneficial is we’re focused on very specialised illiquid and liquid alternative investments, an asset class which many advisors and their clients are unfamiliar. 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.”

SCA offers streamlined technology for independent advisors, including turnkey asset management portfolios (TAMP) that adopt a multidimensional approach to investing by embedding alternative opportunities.

By virtue of this strategic partnership, SCA gains immediate access to CSQ’s management team who will serve as experienced coaches and mentors, to help advisors better understand and communicate to their clients the role and advantages of alternative investments in a portfolio. CSQ’s team will also provide advisory services on a stream of vetted alternative opportunities to SCA’s investment committee for consideration.

“Circle Squared is an ideal partner because of their dedicated commitment to and experience in alternative investments,” says Timothy Feehan, CEO of SCA. “Partnering with an outsourced firm devoted entirely to alternatives allows us to immediately take advantage of their deep knowledge in building an alternative slice into individual portfolios.”

“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,” says Sica.

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