Triad Hybrid Solutions

Services & Support

Access Objective Research

We believe it is vital for investment advisors to have access to detailed, objective, third-party research. So we provide our advisors with discounted access to reports, tools, and strategies to help them recommend sound investment approaches for their clients.

Our advisors can select primary research packages from multiple sources, including:

  • Argus
  • CDA Wiesenberger
  • Fidelity
  • Morningstar
  • Standard & Poors
  • Thompson Financial Group