ATLANTA, Aug. 25, 2016 /PRNewswire/ -- Triad
Advisors, Inc. today announced that Head Investment Partners has
transitioned to Triad's broker-dealer and hybrid multi-custodial
registered investment advisory (RIA) platform. Head Investment
Partners, an independent financial advisory firm, brings
approximately $190 million in total
fee-based advisory and brokerage assets, as of June 1, 2016. Triad Advisors is a leading
independent broker-dealer supporting independent hybrid financial
advisory practices and registered investment advisory (RIA) firms,
and is a wholly owned subsidiary of Ladenburg Thalmann Financial
Services Inc. (NYSE MKT: LTS).
Head Investment Partners will affiliate with Triad through Triad
Hybrid Solutions, a specialized RIA entity serving independent
financial advisors seeking the flexibility they would enjoy in
having their own RIA while taking advantage of the benefits of
Triad's extensive compliance and regulatory support, as well as
support in areas such as technology, marketing and practice
management. In addition, through Triad Hybrid Solutions, Head
Investment Partners will receive the benefits of affiliation with
Triad's broker-dealer platform.
Based in Knoxville, Tennessee,
Head Investment Partners serves the multi-generational wealth
management needs of affluent families, business owners, corporate
executives and professionals across the
United States. The firm also provides investment management
services for corporate accounts and insurance companies. Founded by
Daniel Head, a 35-year veteran of
the financial services industry, the firm has a total of four
advisors and two support professionals, including Barbara Million, Vice President, Senior
Financial Planner and Private Wealth Advisor, Steven Witt and Brian
Dickey.
Michael C. Bryan, CEO of Triad
Hybrid Solutions and Senior Vice President, Advisory Services, for
Triad Advisors, said, "We are proud that Head Investment Partners
has joined the Triad family and chosen to align with Triad Hybrid
Solutions. Over the years, Head Investment Partners has established
an exceptional reputation serving high-net-worth clients,
especially throughout the Southeast, and we are eager to assist
them in their mission to grow their firm and enhance the quality of
the high-level services they offer their clients."
Employing a largely fee-based business model, Head Investment
Partners creates customized portfolios for each individual client,
based on their needs and financial goals. The firm's active wealth
management approach, based on the core tenets of "plan, protect and
grow," places a principal emphasis on the management of risk and
volatility. Its open-architecture investment management platform
draws upon the talents of its team as well as the strategies of the
finest institutional managers in the world.
Daniel Head, Founder and Managing
Director of Head Investment Partners, said, "We are delighted to
transition to Triad Advisors and align with Triad Hybrid Solutions.
This strategic move will enable us to greatly improve our client
service by freeing us to choose for ourselves best-in-class
technology that optimally serves our clients' needs, and to provide
open-architecture investment solutions that fulfill our risk-averse
investment philosophy and reflect our own analytical skills,
without being subjected to the pressures imposed by a corporate
parent. This transition will also free us to add additional
advisors and new offices, as part of our longer-term growth
strategy."
About Head Investment Partners
Based in Knoxville, TN, Head Investment Partners serves
the multi-generational wealth management needs of affluent
families, business owners, corporate executives and professionals.
Its team of four advisors and two professional support staff
members maintains a 20-year tradition of excellence in helping with
portfolio construction, investment risk management, estate
preservation and transition strategies as well as business
succession planning. Recognizing that every client relationship is
unique, Head Investment Partners constructs customized portfolios
and asset allocation strategies to meet individual needs and goals,
designed to reduce volatility and achieve superior risk-adjusted
returns.
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a
national, independent broker-dealer and multi-custodial
SEC-Registered Investment Advisor (RIA) that is an early pioneer
and continued leader in the Hybrid RIA marketplace. The company
provides a comprehensive platform of products, trading and
technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent broker-dealers in the industry
(including being named the leading broker-dealer for Hybrid RIAs
seven years in a row by Investment Advisor magazine),
Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT: LTS). For more information,
please visit www.triad-advisors.com.
Media Contact:
Matthew
Griffes / Joseph Kuo
Haven Tower Group LLC
424 652 6520 ext 103 / 424 652 6520 ext 101
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE Triad Advisors, Inc.