Investment Products

Comprehensive, Unbiased Investment Products

As a company, we do not manufacture or maintain an inventory of products. The menu of products available through Triad is extensive and completely unbiased. We are committed to providing our advisors “best of class” solutions to meet the demanding needs of clients. Some of the products available through Triad include:

  • More than 12,000 load and no-load mutual funds
  • General securities, including equities, fixed income, exchange traded funds (ETFs) and options
  • Structured products
  • Retirement and Education Plans
  • Life, Disability and Long-Term Care products through Ash Brokerage
  • Access to more than 100 carriers for Variable Annuity and Variable Life business
  • A broad menu of alternative investments, including REITs, oil & gas, equipment leasing, tax credits, 1031 exchanges (TICs), hedge funds, commodity funds and managed futures

If you would like specific product information or to receive our complete product guide, please call 800-720-4003.