Private Client Services

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“I would much rather earn a lumpy 15% over time than a smooth 12%.”
– Warren Buffett

Investment Counsel

  • We design asset allocation with your investment goals, income requirements and tax status in mind.
  • We provide original investment research, portfolio design and management, tailored to your unique needs.
  • We publish quarterly reports and a client letter which communicate investment strategy and portfolio performance.
  • We schedule additional communication through individual meetings, telephone calls and emails, customized to your preferences.
 

Management of Custodial Relationships

  • We work with you to select an independent custodian, such as a bank or brokerage firm, to hold your assets. We monitor these institutions for trading execution, service quality and costs.
 

Cash Flow Management

  • We develop a cash flow plan for your spending needs and make distributions based on your desired frequency.
 
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“To buy when others are despondently selling and sell when others are greedily buying requires the greatest fortitude and pays the greatest reward.”
– Sir John Templeton

Consultation with Legal and Tax Advisers

  • We are experienced at working closely with legal and tax professionals to integrate your investments with tax planning, estate planning and charitable giving.
 

Points of Distinction

  • Triad is wholly owned by its investment professionals.
  • Triad’s experienced investment professionals are Chartered Finanacial Analyst (CFA) charterholders.
  • Triad’s investment professionals develop portfolios concentrated in their best ideas using in-house, original research.
  • Clients have direct access to Triad’s investment professionals, which we believe fosters better understanding and greater client satisfaction.