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.
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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."
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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.
