Tradition was originally founded in October 2000 by Benjamin C. Halliburton, CFA, as Tradition Capital Management. The firm operated for 19 years as an independent registered investment advisor until merging with Cary Street Partners (CSP) in 2019.
In 2021 Mr. Halliburton left CSP and reestablished Tradition Investment Management as a private family office. In 2023 Tradition reopened its doors to the public and became a registered investment advisor.
Mr. Halliburton and Tradition have always focused on equity selection as the primary driver of client portfolio performance. These strategies and valuation models that Mr. Halliburton developed
in 1990 are still used today as Tradition manages performance-driven portfolios.
Meet our team
Chief Operating and Compliance Officer
Mr. Halliburton is the Chief Operating Officer and Chief Compliance Officer at Tradition. Prior to Tradition, he worked during the last 16 years as an independent securities agent helping individuals and families plan for their financial futures.
Mrs. Brown is an Equity Investment Analyst at Tradition Investment Management with a unique blend of creative and financial experience. She works with the Portfolio Managers to analyze companies and prepare reports.