Circa Capital
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
8000 Avalon Blvd Ste 100, Alpharetta, Ge...Website
www.circap.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Circa Capital
Circa Capital offers investment management services to individuals and businesses, as well as outsourced Chief Investment Officer services to advisory firms across North America. The firm specializes in managing portfolios, particularly for high-net-worth clients with concentrated stock positions, utilizing strategies such as covered call writing and hedging. Their team consists of experienced CFA charterholders who provide tailored investment solutions and conduct thorough portfolio reviews. Circa Capital is committed to enhancing financial literacy and giving back to the community.Explore more
Circa Capital Org Chart
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Circa Capital offers investment management services to individuals and businesses, as well as outsourced Chief Investment Officer services to advisory firms across North America. The firm specializes in managing portfolios, particularly for high-net-worth clients with concentrated stock positions, utilizing strategies such as covered call writing a... Read More
