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We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
Silverwood Partners is one of the leading providers in Financial Services. It is based in Houston, TX. To find more information about Silverwood Partners, please visit www.silverwoodpartners.com
OpenInvest is a YCombinator and Andreessen Horowitz-backed startup powering the post-fund future. Our team of senior technologists from the hedge fund industry and civil society leaders is disrupting traditional asset management by tackling underserved markets with customized, values-informed investing.
CLS Investment Firm is one of the leading providers in Financial Services. It is based in Greeley, CO. To find more information about CLS Investment Firm, please visit www.clsinvest.com
Arnel Management Co. is a Costa Mesa, CA-based company in the Financial Services sector.