Aequitas, Circle Squared Launch Alts Academy For RIAs

Jan 15 2015 | 10:02am ET

Portland, Ore.-based Aequitas Capital Partners has teamed with Circle Squared Alternative Investments to educate the advisor community about alternative investments.

They've formed the ACP Alts Academy which will provide educational webinars, roundtable panel discussions, podcasts, articles and face-to-face training for ACP members.

"We are excited to have chosen Jeff Sica and Circle Squared Alternative Investments to lead the RIA training and education for the ACP Alts Academy," says Keith Gregg, Aequitas president, in a statement. "After much deliberation and exploration of other sources we believe that there is no one better than Jeff or his firm. With nearly two decades of experience of domain knowledge and subject matter proficiency in alternative investments, not to mention real life as a practicing Registered Investment Adviser to high-net-worth investors and family offices, this is a huge win for Aequitas and the advisor community at large."

Circle Squared recently launched the CSQ Institute to provide what they believe is the best-in-class education and training to financial advisors on the broad spectrum of alternative investments. The goal is to help advisors better understand various types of alternative investments and teach them how to perform diligence on them. The institute will also offer recommendations for the integration of alternative investments into client portfolios. 

"We want to empower the advisor community to participate in the projected growth of alternatives and enhance their value to their clients through improved knowledge around these investments," said Jeff Sica, CIO, Circle Squared. "The great benefit of this partnership is advisors will now have the ability to use the education and training to construct better performing portfolios."

Aequitas Capital Partners, a division of Aequitas Capital's wealth management division, is a member network for RIAs offering intellectual, financial, and human capital, as well as access to investment platforms, and partnerships with leading financial services firms.

Circle Squared Alternative Investments provides outsourced CIO services.

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