Triad offers investment management services to foundations, endowments, emerging manager programs and other institutional investors. We offer our Concentrated All-Cap Equity and Small-Cap Equity strategies on the Fidelity Separate Account Network platform and seek to add them to additional platforms in the future.
- Concentrated All-Cap Equity Annual Disclosure Presentation
- Small-Cap Equity Annual Disclosure Presentation
- Form ADV Part 2A & 2B
- Alpha Performance Verification Services Letter – 2Q2019
For more information
Dave Hutchison, CFA
Partner | Portfolio Manager