According to the announcement, Gitterman & Associates is a full-service, SEC-registered investment adviser and financial planning firm with over $700 million in total client assets. Jeffrey Gitterman, managing principal, founded Gitterman & Associates in 2000.
Gitterman provides asset management, estate, and retirement planning solutions for individuals as well as colleges and universities.
“After careful consideration and more than a year of research, it became clear that Triad Advisors was head and shoulders ahead of its peers. We’ve been looking for a serious partner to help grow our firm and only Triad Advisors has the depth in the Hybrid marketplace that we need to be a competitive force in the BD and RIA space,” said Gitterman, in the announcement.