Wealth Management

Access Investment Banking and Capital Markets

Triad Advisors can provide traditional “Wall Street” products and services that most other broker/dealers cannot. We offer these valuable services without bias or corporate influence.

Capital Markets

  • Initial Public Offerings (IPOs)
  • PIPE Offerings
  • Follow-On Offerings
  • Special Purpose Acquisition Companies
  • Private Equity
  • Trust Services
  • Bond Desk
  • Underwriting and Banking Syndicate

Financial Advisory

  • Mergers and Acqusitions
  • Valuations
  • Restructuring

Value-Added Services

  • Equity Research
  • Market Commentary