TRIANGLE SECURITIES Overview

Triangle Securities Wealth Management is an investment advisor that manages 585.7 MM dollars in regulatory AUM and has 15 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 145MM in positions, representing 25% of the manager's regulatory AUM.

TRIANGLE SECURITIES StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TRIANGLE SECURITIES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJS 5.11% ETF 15.52% 0.58% 0 3%
VGT 3.9% ETF 1.66% -0.11% 0 3%
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FEATURED IN
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TRIANGLE SECURITIES Founders and Key Employees

Name Title In Position Since
Paul D. Reynolds Ceo, Managing Member August-2008
Cathy L. Thomas Managing Director/Chief Compliance Officer August-2008

TRIANGLE SECURITIES Brokers, Custodians, Auditors and Administrators

Type Company

TRIANGLE SECURITIES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Advisor uses demographic and financial information provided by the client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. Advisor uses analytical tools to develop its asset allocation strategies. Among the types of information analyzed are historical performance, investment philosophy, investment style, historical volatility and correlation across asset classes.
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Investment strategies ordinarily include long- or short-term purchases of Stock Portfolios, Fixed Income Portfolios, Manager and Mutual Fund selections. In some cases, investment decisions are derived from disciplined model portfolios based on established guidelines as modified to satisfy the individual investment objectives and needs of each client.

Investment recommendations are based on an analysis of the client’s individual needs, and are drawn from research ...
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TRIANGLE SECURITIES Portfolio Concentration

TRIANGLE SECURITIES Location

1301 ANNAPOLIS DRIVE
RALEIGH, North Carolina
UNITED STATES, 27608

TRIANGLE SECURITIES Contact Information

Phone Number: 919-838-3221
Fax Number: 919-838-9081
Website:

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