Prime Brokerage

Dedicated to customer service excellence

Custody and Clearing Relationships

  • Triad has the ability to offer an un-conflicted multi-custodial solution, which provides managers with the ability to diversify custodial risk. Triad introduces its customer accounts on a fully disclosed basis to Fidelity Clearing & Custody Solutions, ICBC (Industrial and Commercial Bank of China Financial Services LLC) and Wedbush Securities Inc.
  • Customers benefit from being custodied at a major financial institution, while receiving a high level of service more typical of a boutique provider
  • Triad's Prime Services allow the customer to use the offerings of multiple prime brokers while receiving one consolidated view via Triad's proprietary web-based reporting
  • Triad is able to accommodate Separately Managed Accounts, RIAs, Trusts, IRAs, Funds of One, and other unique account structures