Triad Hybrid Solutions

Services & Support

Access Objective Research

We believe it is vital for investment professionals to have access to detailed, objective, third-party research. So we provide our financial professionals with discounted access to reports, tools, and strategies to help them recommend sound investment approaches for their clients.

Our financial professionals can select primary research packages from multiple sources, including:

  • Argus
  • CDA Wiesenberger
  • Fidelity
  • Morningstar
  • Standard & Poors
  • Thompson Financial Group