Jeff Sica, a founder of a registered investment advisory practice, has launched a new alternative investments firm to provide financial advisors with access to a range of alternative investments.
Dubbed as Circle Squared Alternative Investments, the new firm will provide coaching, mentoring and range of creative alternative investment offerings for independent financial advisors.
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Sica and his team will also assist advisors to better understand and communicate to their clients the role and advantages of alternative investments in a portfolio.
The new firm will offer all these services through a proprietary web community which it intends to launch in the coming weeks.
Circle Squared will deliver a range of alternative investments products including real estate, private equity, private credit, natural resources, private placement offerings, entertainment and media.
The new firm has been set up to fill the gap the gap between alternative market strategies and the various players in the investment community such as investment product managers, independent RIAs, and family offices serving the accredited investing population.
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By GlobalDataThe investment offerings of the new firm will be co-managed with outside teams that Circle Squared has selected alongside the Circle Squared portfolio team.
Sica said: "Circle Squared was founded on years of experience in identifying, sourcing and structuring alternative investment opportunities as a wealth advisor. Advisors who are either apprehensive or unfamiliar with alternative investments tend not to recommend them, eliminating entire asset classes of crucial alpha-generating investments from client portfolios."
