Triad Investment Management
Overview
Triad Investment Management is a private investment firm based in Newport Beach, California, offering comprehensive financial advisory services. The firm specializes in providing personalized investment management and strategic wealth planning to pre-retirees, retirees, and business owners, assisting them in navigating financial complexities and achieving their retirement goals. Their services encompass a wide range of asset classes, including fixed income, equity, real estate, commodities, private equity, hedge funds, and venture capital, catering to various investment needs and preferences. The firm's investment approach is characterized by independent research, value investing principles, and a commitment to ethical conduct. They focus on developing investment recommendations based on their own analysis, avoiding reliance on Wall Street's perspectives. As fiduciaries, they prioritize the best interests of their clients, ensuring transparency and trust in all client relationships. Their investment strategies are designed to benefit from market inefficiencies, emphasizing long-term value creation and disciplined decision-making. With over 20 years of experience, Triad Investment Management has built a reputation for its collaborative approach to financial planning. They work closely with clients and their other trusted advisors, such as CPAs and attorneys, to create unified strategies that align with clients' goals and values. The firm's ongoing support ensures that clients' financial plans adapt to life's changes, providing confidence and clarity in their financial journey.
Investment Focus
- Accredited investor status required
- Commitment to long-term investment horizon
Portfolio Companies
Reach Triad Investment Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Triad Investment Management
What sectors does Triad Investment Management invest in?
Triad Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Newport Beach, California, United States. Triad Investment Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Triad Investment Management invest at?
Triad Investment Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Triad Investment Management invest in?
Triad Investment Management invests across United States.
Who are the partners at Triad Investment Management?
Team members listed for Triad Investment Management include Dave Hutchison (Partner | Financial Adviser) and John Heldman (Partner | Financial Adviser).
What companies has Triad Investment Management invested in?
Triad Investment Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Google, Nvidia, Tesla and Salesforce.
How do I contact Triad Investment Management?
Triad Investment Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
