Become A New Type Of Advisor

Many traditional investments have begun to resemble index funds, while potentially only offering investors marginal returns with high volatility in these look-alike portfolios. As a result, many of today’s independent financial advisors look alike to their clients.

But we’re changing all that. Circle Squared offers access to alternative investments for RIAs that have previously been accessible to large universities, wealthy families and private institutions. Alternative market investments are used by many universities who have invested up to 80 percent of their endowments in them. And now you can offer these exciting products to your high net worth clients — products that are often based on actual goods, services, collectibles and natural resources.

Real Economy Investing

When you initiate alternative market strategies—based on private equity, hedge funds, real estate, venture capital, collectibles, precious metals, and other alternative markets—you may:

  • Attract the right kind of investor to your firm
  • Inject exciting options into slow-growth portfolios
  • Give your clients more control over where their money goes
  • Establish a unique point of differentiation—stand out from the crowd
  • Grow wealth the same way some university endowments do
  • Create lasting wealth for your clients

At Circle Squared, we help simplify alternative market investing for you. In fact, we’re creating a community of like-minded people to help you get there. We’ll guide you into this unfamiliar territory, so you can offer alternative investing as part of a long-term growth strategy for your clients. With us, you can evolve into a new type of advisor, offering opportunities based on the real economy—alternative investments for RIAs that we believe tend to resist market ups and downs and create long term, lasting wealth. We invite you to enter the circle.

Education, Due Diligence And Top Picks

We have put together a possible solution for you. We offer education, guidance and support so that you can feel confident about introducing your clients to this exciting investment philosophy. And for those of you who are ready to begin investing in alternative markets, our platform and system solutions seek to make it easy for you. We’ll take care of the research, purchase, sale, and management. And we can be your one-stop resource. We can incorporate alternatives with your traditional investments in your overall total portfolio mix. When you rely on our full spectrum of services, you can have more time to focus on your current clients, reach out to new ones, and work on building a business for the future.

If you’re ready to explore alternative market strategies and become the type of advisor your high net worth clients demand, contact us today.