A complete list of active advisors currently associated with Triad Investment Management, LLC

Warmer can help you find a great advisor at Triad Investment Management, LLC or one who fits your needs even better.

Triad serves individual investors — including high-net-worth clients — and also provides discretionary investment management to foundations and businesses. The firm offers portfolio management, limited financial planning, and participant account management for held-away retirement plans, generally charging percentage-of-assets-under-management fees. The investment process centers on fundamental security analysis and concentrated equity portfolios (generally 20–30 positions) aimed at long-term capital growth, with an acknowledged willingness to hold cash when attractive opportunities are scarce. Triad also uses a third-party platform to facilitate discretionary management and rebalancing of held-away participant accounts, monitoring those investments separately from custody relationships. Distinctive features include a small two-advisor team (both advisors hold the CFA designation) managing roughly $120 million across about 40 client relationships and typically applying a $1 million relationship minimum. The firm uses a mix of less-common instruments for its size — including closed-end funds, business development companies, REITs, and ADRs — generally custodizes client assets at a major institutional provider while executing certain fixed-income trades off-platform when it seeks better execution, and pays for the third-party held-away platform rather than billing clients an additional platform fee.

To learn more about the advisors currently working at Triad Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.