Triad's mission is help you define and progress toward your goals for your family's financial future.
You don't have to have all the answers, and you could use someone in your corner providing straightforward, unbiased advice. A fiduciary, not a salesperson. With follow-through to help make sure your plans happen.
It's our view that investor outcomes are driven to a significant degree by investor behavior.
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
https://reports.adviserinfo.sec.gov/reports/ADV/146786/PDF/146786.pdf
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1880702/paladinregistry-Triad-Investment-Management,-LLC-detailed-disclosure.html
Triad Investment Management, LLC is a registered investment adviser with the Securities and Exchange Commission, is notice filed in its home state, and may be notice filed in various other states. Triad Investment Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Triad Investment Management, LLC and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.