News Column

Jeff Sica Launches New Alternative Investments Firm for RIAs; Unlocks Door to ‘Real Economy’

August 14, 2014

Circle Squared Alternative Investments to Provide Independent Financial Advisors with Coaching, Mentoring and Suite of Creative Alternative Investment Offerings

MORRISTOWN, N.J.--(BUSINESS WIRE)-- Jeff Sica, a financial industry veteran and founder of a successful Registered Investment Advisory practice, today launched Circle Squared Alternative Investments, a firm devoted to providing financial advisors with access to a range of innovative alternative investments previously available only to institutions and ultra-high net-worth investors. Sica’s ardent approach to simplifying alternative market investing – investments that ‘touch the real economy’ – is intended to give advisors and their clients a greater confidence in their financial future.

In addition to offering access to alternative investments, Sica and his team will serve as coaches and mentors to advisors, helping them to better understand and communicate to their clients the role and advantages of alternative investments in a portfolio. Much of the education will be conducted via a proprietary web community which Circle Squared plans to launch in the coming weeks.

“Circle Squared was founded on years of experience in identifying, sourcing and structuring alternative investment opportunities as a wealth advisor,” said Jeff Sica, the company’s founder and CIO. “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.”

Mr. Sica continued, “Add to this the inescapable conclusion that investors are growing increasingly dissatisfied with the stagnant performance and unacceptable volatility they’re getting from traditional investments like stocks and bonds, and you have a situation in which advisors have fewer and fewer ways to provide value to their clients.”

Circle Squared will offer a suite of products spanning various alternative investments such as real estate, private equity, private credit, natural resources, private placement offerings, entertainment and media.

Some of the investment offerings will be co-managed with outside teams that Circle Squared has vetted and believes to be “best of breed” investment teams, while others will be managed by the Circle Squared portfolio team.

In an effort to capitalize on the true potential of alternative investments, Circle Squared intends to bridge the gap between alternative market strategies and the various players in the investment community: investment product managers, independent RIAs, and family offices serving the accredited investing population.

Circle Squared will be making a series of announcements over the coming months, including information on new alternative investment offerings, the launch of their online RIA advisor community and other strategic partnerships.

As part of Jeff’s passion for communicating his mission and focus on alternative investing, he is committed to expanding the management team at Circle Squared. This will allow Jeff to lead Circle Squared while still staying connected to the most critical aspects of Sica Wealth Management. In this capacity, Jeff will continue to be supported by the same team of experienced investment industry professionals -- advisors, analysts, client service and operations specialists -- who helped grow the advisory practice since its founding.

About Circle Squared Alternative Investments

Circle Squared Alternative Investments is a firm devoted to providing independent financial advisors with access to a range of innovative alternative investments previously available only to institutions and ultra-high net-worth investors. The suite of investment products will include real estate, private equity, private credit, natural resources, private placement offerings, entertainment and media. In addition, the firm’s team will serve as coaches and mentors to advisors, helping them to better understand and communicate to their clients the role and advantages of alternative investments in a portfolio. For more information about Circle Squared, visit www.circlesquaredalts.com.





Water & Wall Group

Andrew Healy, 212-625-2363

ahealy@waterandwallgroup.com

Source: Circle Squared Alternative Investments


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