TRIAD INVESTMENT MANAGEMENT, LLC
How does the advisor help clients – Key Takeaways:
TRIAD INVESTMENT MANAGEMENT, LLC (TRIAD) is a trusted financial advisor that provides expert financial management services to its clients. With years of experience, TRIAD has built a strong reputation for helping clients reach their financial goals.
The following key takeaways illustrate how TRIAD can help individuals and businesses achieve financial success:
- Expert financial management services
- Tailored investment strategies to meet individual client needs
- Access to a team of experienced financial experts
- Commitment to client satisfaction and long-term relationships
Facts and Insights
TRIAD has been in business since 2003 and has grown to become a leading investment management firm in the industry. With over $500 million in assets under management, TRIAD has a proven track record of successful financial management for its clients.
TRIAD has a strong team of investment advisors who have an average of 20 years of experience in the financial industry. This accumulated knowledge and expertise allows TRIAD to provide clients with sound investment advice and tailored strategies to meet their specific financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 17 years |
Financial Services Offered
TRIAD offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
TRIAD works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services to meet those needs.
Fees & Compensation
TRIAD is committed to transparency when it comes to fees and compensation. They have a fee-only structure, meaning they do not earn commissions on any investment products they recommend. This eliminates any potential conflicts of interest and ensures that TRIAD is always acting in their clients’ best interests.
TRIAD charges a management fee based on a percentage of a client’s assets under management. This fee structure aligns the advisor’s interests with the client’s, as the advisor’s compensation increases when the client’s portfolio grows.
Background
TRIAD was founded in 2003 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. Under his leadership, TRIAD has grown to become a well-respected and trusted name in the financial management world.
Financial Advisor Disclosures to Know
When working with any financial advisor, it is important to be aware of potential conflicts of interest or disciplinary actions. TRIAD has a clean record with no disclosures to report. They pride themselves on their ethical and professional standards, always putting their clients’ interests first.