Our Values


“Integrity is doing the right thing, even when no one is watching.”
– C.S. Lewis
  • CLIENT FOCUS Clients come first. Business growth results from serving current clients well.
  • INVESTMENT EXCELLENCE We are committed to delivering long-term investment excellence.
  • INDEPENDENCE Triad’s investment decision-makers own and manage the firm. We think and act like owners because we are owners.
  • COMMUNICATION We communicate candidly with clients and strive to provide objective assessments of both opportunities and risks.
  • PARTNERSHIP MENTALITY We invest our own portfolios in many of the same securities as clients. We eat our own cooking.
  • RELATIONSHIPS Through our ownership in the firm, we are able to offer long-term continuity to clients without the risk of disruption due to merger, acquisition or other business distractions.
  • PASSION We love what we do. We believe if you love your work, the chances to excel are greatly increased