CRD: 325015
Tradition Investment Management, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2023
- Office Locations
- 5
Office Locations
About Tradition Investment Management, LLC
Tradition Investment Management is a retail-focused RIA offering portfolio management built for downside protection. Its Wiser Diversification approach broadens asset classes to reduce large drawdowns, alongside a Dividend Value equity strategy with a track record since 10/31/2000 that has historically outperformed in bear markets while participating in bull markets—aimed at retirement-oriented investors.
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Client Personas
Custodian
Fund Managers
Investment Themes
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Owner & Executives
BENJAMIN CARY HALLIBURTON
MANAGING PRINCIPAL, Owner
- CRD
- #1600144
- Ownership
- 75% or more
RICHARD HUNTER HALLIBURTON
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5073907
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Julie Brown
Equity Investment Analyst
- CRD
- --
Benjamin C. Halliburton
Chief Investment Officer
- CRD
- --
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,800,000 | -- |
| Non-Discretionary | $3,600,000 | -- |
| Total | $21,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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