Wealth Management

Alternative Investments

In today’s uncertain times, investors are looking for additional ways to diversify portfolios. Triad offers Alternative Investments designed to assist our advisors in meeting their clients’ goals. These investments offer various strategies along the risk spectrum. Our partners include:

Non-Traded Real Estate Investment Trusts (REITs)

  • American Realty
  • Behringer Harvard
  • CB Richard Ellis Realty Trust
  • CNL Financial Group
  • Cole Capital
  • Dividend Capital
  • Grubb & Ellis
  • Healthcare Trust of America
  • Hines Real Estate
  • Inland Real Estate
  • Wells Real Estate Funds

Oil and Gas Drilling

  • Atlas America
  • Catalyst Energy
  • Ridgewood Energy
  • Vista Energy

Equipment Leasing

  • Atel Capital
  • Cypress Leasing
  • ICON
  • Leaf Financial

Managed Futures

  • Altegris Winton
  • Steben & Company
  • Superfund

Hedge Funds / Private Equity

  • Ascendant Capital Partners
  • Central Park Group
  • Hatteras
  • Rochdale
  • The Endowment Fund