Triad Wealth Partners, an institutional RIA that runs a TAMP program and serves as a sub-advisor for independent RIA practitioners, has had a strong run since its founding in 2023. Over about two years, the firm, an affiliate of Triad Partners, grew its AUM to over $1 billion. It now employs over a dozen investment and financial planning professionals.

The firm’s arsenal includes multiple model portfolios and SMAs, as well as investing advice from alternative asset manager BlackRock. But its investment approach has precluded it from participating in some of the most popular trends of the past few years, according to Triad Chief Investment Officer Brent Coggins. It has no allocations to crypto ETFs, largely due to the asset class’s…