Confidence Wherever You Grow

Services & Support

Triad Hybrid Solutions is a Registered Investment Advisor firm offering the best features of an independent advice model. We provide expert consultative guidance, knowledgeable operational and compliance support, and advanced technology tools. Our solutions maximize efficiencies and foster growth.

Support for the Growing Independent Financial Advisor

Triad Hybrid Solutions is a Registered Investment Advisor firm providing the best features of an independent advice model, expert consultative and operational support, and advanced technology tools to improve efficiencies and foster growth. While we offer a flexible and proven back office RIA platform, we believe developing a strong relationship with advisors, one that gives us a true understanding of their vision, is the best way to build a sustainable and enjoyable business.

In our ever-changing world of complex regulations and rapidly evolving technology, the management of an independent RIA entity is costly and distracts from client service and business growth. You must have confidence that you are meeting changing regulatory requirements and that you are keeping pace with technology. How else can you efficiently grow? But doing so requires full time expertise in compliance and technical advancements.

Triad Hybrid Solutions relieves the expense and headache of regulatory navigation by offering a flexible RIA structure that allows you to provide fee-based advice in your unique way. You may create your own branding and presence in the marketplace. We also provide performance reporting, trading, analytical and CRM solutions typically only accessible to the largest producing advisors in the industry.

Compliance

Operations

Consultation

Performance Reporting/Trading

CRM

Triad Hybrid Solutions presents an attractive alternative for advisors considering the outsourcing of compliance and technology support of their current RIA, especially if they are operating a state, or multi-state, registered RIA. Similarly, advisors looking to make a move from a bank, wirehouse or existing RIA, but are unsure of the pros and cons of establishing and running their own RIA, may find Triad Hybrid Solutions a perfect fit.

Dual Registration

Triad Hybrid Solutions was created and is led by the same individuals who pioneered the “hybrid” advisor model through Triad Advisors, LLC, an industry-leading independent advisory and brokerage. Dual registrants may choose to offer both fee and commission services associated with Triad Hybrid Solutions and Triad Advisors, respectively.

Fee Services

Commission Services

Triad Hybrid Solutions was created with the specific intent of allowing advisors to leverage the resources and pricing advantages of the largest RIA custodial platforms in the industry.

Triad Hybrid Solutions' executives have had relationships with our custodial partners for more than 15 years. Charles Schwab Advisor Services and Fidelity Clearing & Custody Solutions put you in the most competitive position to provide investment management to your existing and new clients. Together, we support you wherever you choose to grow.

Fidelity Clearing & Custody Solutions

Fidelity Clearing & Custody Solutions delivers a custody and clearing experience, and an actionable suite of offerings, designed to help advisors on the path to a high-performing firm.

Charles Schwab Advisor Services

Charles Schwab has built their business on serving the needs of RIAs by providing a platform of institutional-caliber products, services and tools to deliver an exceptional experience to advisors and their clients.