Triad Investment Management

Investment ManagementCalifornia, United States2-10 Employees

Triad Investment Management is a registered investment adviser based in Newport Beach, California. Not all investment advisers are the same. We founded Triad on three principles:

Research - We do our own, independent thinking. We develop investment recommendations for client portfolios based on our own research – not Wall Street’s. We buy individual securities, and we avoid ETFs, index funds and hedge funds.

Behavior - We are value investors that seek to benefit from the irrationality of the market. We buy when we believe the price of a security is discounted from our estimate of business value. It takes both discipline and strength to ignore “the herd.”

Ethics - Ethical conduct is our foundation. We are fiduciaries in all phases of our client relationships. We do not sell financial products.

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