Private Client Services


“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.

“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 Financial 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.