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We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
Portware L L C is a New York, NY-based company in the Financial Services sector.
BCBSNC Credit Union is a Durham, NC-based company in the Financial Services sector.
Partners Group is a large, independent investment firm that is truly dedicated to private markets. We are fully aligned with our clients and provide bespoke solutions to institutional investors, sovereign wealth funds, family offices and private investors globally. We have over 1,900 employees, including more than 550 private markets investment professionals, across 20 offices. Our global footprint is built on the deep experience and expertise of our local teams.
Westport Asset Management is a Westport, CT-based company in the Financial Services sector.