About the Circle Squared Institute

The Circle Squared Institute’s mission is to provide what we believe to be the best-in-class education and training to financial advisors on the broad spectrum of alternative investments.

Its objective is to help advisors understand various types of alternative investments, teach them how to perform diligence on them and provide guidance for the integration of alternative investments into client portfolios

Advisor Benefits: 

  • The potential to construct what we aim to be superior performing portfolios (less volatility, higher risk-adjusted returns, lower drawdowns)
  • The potential to gain greater wallet share of HNW clients
  • The potential to differentiate themselves from other advisors.