Triangle Securities Wealth Management
Triangle Securities Wealth Management, headquartered in Raleigh, NC, is an independent investment advisory firm founded to help families, business owners, professionals, retirees, and multi-generational families achieve long-term financial goals. The firm was founded by President Paul D. Reynolds, III and is run by a specialized leadership team. With approximately 13–15 employees, Triangle Securities provides comprehensive financial planning, investment management, and a family-oriented, transparent culture. The firm primarily serves high-net-worth individuals and families, and is characterized by a dedicated team approach and personalized service.
Investment Strategy
Triangle Securities Wealth Management creates personalized investment strategies anchored in a comprehensive financial planning process for each client. The firm's approach is goal-oriented, focusing on long-term wealth accumulation and preservation using prudent investment principles. Triangle develops customized portfolios for private clients—primarily high-net-worth individuals—using a diversified mix of equity and fixed income investments, and provides ongoing advice based on changes in clients’ life circumstances as well as market conditions. The philosophy centers on transparency, education, and tailoring solutions to clients’ evolving needs.
Top Holdings
Equity Positions (201)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAVA | J P MORGAN EXCHANGE TRADED F | 3.76% | $16.6M | 240,720 | $62.65 | $68.96 | +$863.2K |
S SCHM | SCHWAB STRATEGIC TR | 3.47% | $15.3M | 516,968 | $16.81 | $29.64 | +$781.1K |
V VGT | VANGUARD WORLD FD | 3.47% | $15.3M | 20,518 | $135.64 | $746.63 | +$2.3M |
M MSFT | MICROSOFT CORP | 3.01% | $13.3M | 25,679 | $160.97 | $517.95 | +$3.4M |
S SLYV | SPDR SERIES TRUST | 2.48% | $10.9M | 123,384 | $57.90 | $88.65 | +$1.1M |