Triad Investment Management Employee Directory

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.

Find Triad Investment Management employees' phone numbers or email addresses

Triad Investment Management Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Triad Investment Management's Leadership

  • Stylized image of a person
    M. P.
    Operations Associate
    Phone icon

Contact profiles from Triad Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    Operations Associate
    Phone icon
    UNITED STATES
    Oct 01, 2025

Frequently Asked Questions

What is Triad Investment Management known for?

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Triad Investment Management was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in 1301 Dove Street, Suite 1080; you can contact the main corporate office by phone at . Explore Triad Investment Management's company overview page for more information.

What is Triad Investment Management's most common email format?

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Triad Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Triad Investment Management email formats with LeadIQ.

How many employees does Triad Investment Management have currently?

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Triad Investment Management has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Triad Investment Management's key employees and leadership?

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As of December 2025, Triad Investment Management's key employees include:

  • Operations Associate: M. P.

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