Objective Research & Information
We offer our advisors a choice of objective, convenient, third-party research and market information services, all at discounted rates. Whether you manage client portfolios yourself or use third-party managers, our comprehensive menu of research tools will enable you to make fundamentally sound investment decisions.
Our vast array of services include analytical tools, asset allocation strategies, portfolio construction guidelines and specific recommendations on equities, fixed-income products, mutual funds and variable annuities. Some of our primary research packages include:
- Fidelity Capital Markets
- Standard & Poor’s
- Thompson Financial
- Morningstar Advisor Workstation
- Morningstar Principia
- Argus Research Corporation
- CDA Wiesenberger
If you would like to learn more about the research packages available through Triad, please call 800-720-4003.