Resource Partners
Triangulation of advice
As an independent RIA, we serve our clients under the fiduciary standard and embrace an open architectural approach to meet our clients’ needs. By leveraging the Dynasty Triangulation of Advice® model, our advisory role is distinct from the resource partners whose products and services we may recommend. And in turn, those partners are also independent from the custodian we have chosen to safeguard our clients’ assets. This model allows us to mitigate conflicts of interest and produce dependable outcomes for our clients.
Because we are truly independent, we enjoy the freedom to work with best-in-class resource partners in investment banking, research, and consulting. Our advanced technological and operational support helps us deliver a truly client-centric experience.
Our Strategic Relationships
Deep analysis and comprehensive planning functionality to serve the complex needs of your today, and tomorrow. We work with a wide range of investment solutions, including alternative investment providers.
TritonPoint Wealth is a member of the Dynasty Financial Partners network, one of the wealth management industry’s pre-eminent independent advisor platforms. Through our partnership with Dynasty, we have access to a wide array of capital markets and investment banking capabilities, as well as an extensive range of investment research and consulting services, advanced technology and proprietary analytical tools, and an online research center.
With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like Quotient. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.
Addepar is a multi-product software and data platform for even the most complex investment portfolios. They provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.