Triad Pioneered the Hybrid RIA Platform
“After careful consideration and more than a year of research, it became clear that Triad Advisors was head and shoulders ahead of its peers. We’ve been looking for a serious partner to help grow our firm and only Triad Advisors has the depth in the Hybrid marketplace that we need to be a competitive force in the BD and RIA space.”
Jeffrey L. Gitterman, Chief Executive Officer
Gitterman & Associates Wealth Management, LLC
Woodbridge, NJ
Over $700 million in Assets under Management
Triad Representative since 2010
As the cornerstone of our business model, Triad has been providing comprehensive broker-dealer solutions for Hybrid RIAs since our inception in 1998. Our processes, products and people are committed to supporting the Hybrid model. Unlike many broker-dealers where this is an exception, at Triad it remains our core focus, that’s why over 80% of our advisors manage fee-based assets through a separate RIA, the highest percentage of any firm in the industry.
The Triad Hybrid model offers advisors the best of both worlds: an RIA platform for asset management and financial planning and a broker-dealer solution for commission-based securities, insurance and alternative investment business. A Hybrid model offers advisors a broader range of products and services that can strengthen and solidify client relationships and maximize firm revenue.
The following are just some of the products and services available through our Hybrid model:
Products
- Equities, Fixed Income, ETF, Mutual Funds, Options, etc.
- Variable and Fixed Insurance Solutions.
- Alternative Investments, including Private Equity, REITs, LPs and more.
- Investment Banking, Research, M&A, Syndicate and Succession Planning Services.
- Retail Banking and Mortgage Services.
Technology
- Investigo for account aggregation and reporting.
- Streetscape for account management and trading through NFS.
- Morningstar, MoneyGuidePro, LaserApp and more.
- iLink, a powerful intranet site for advisors and their staff.
Compliance
- Hands-on guidance and support from a compliance staff that understands the Hybrid model.
- Errors and Omissions (E&O) Insurance that covers both commission and RIA business.
To view our Compliance Department’s Independent RIA Support Tools- CLICK HERE
Support to Grow
- Business acquisition support and access to capital.
- Quarterly practice management workshops.
- Succession planning assistance.
If you would like additional information please call 800-720-4003.