Head Investment Partners has transitioned to Triad Advisor Inc.’s broker-dealer and hybrid multi-custodial RIA platform, Triad announced Thursday.
Head Investment Partners, an independent financial advisory firm based in Knoxville, Tenn., brings approximately $190 million in total fee-based advisory and brokerage assets to Triad, which supports independent hybrid financial advisory practices and RIA firms.
Head Investment Partners serves the multi-generational wealth management needs of affluent families, business owners, corporate executives and professionals.