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.
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SOURCE Triad Advisors, Inc.