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Asset Allocation

Wiser Diversification

Beyond Conventional Investing

Our philosophy is rooted in the wisdom of strategic diversification, leveraging assets with low or no correlation.

Minimizing Volatility, Maximizing Potential

 This approach doesn’t just spread your investments; it strategically aligns them to minimize volatility and maximize returns. 

The Only Financial Free Lunch

Diversification isn’t just a strategy; it’s the cornerstone of prudent investing. Nobel Prize laureate Harry Markowitz famously dubbed it the “only free lunch” in investing. 

Stone Ridge, Illuminating The Path Forward (2017)

Intelligent Construction

In the realm of investment, there’s a vast universe beyond the familiar territories of stocks and bonds.

Our approach embraces this diversity, offering you access to a broader spectrum of global assets. From real estate to alternative lending, we ensure your portfolio benefits from the entire wealth of available investment opportunities, not just a fraction of it.

Optimization

We understand that in the complex world of investing, precision and balance is key.

Optimization isn’t just about managing risk; it’s about aligning every asset and decision to your financial goals, ensuring that every element of your portfolio works to maximize returns while minimizing risk.

Portfolios of low-correlation assets can provide attractive total returns with downside protection.

Stock Investment Philosophy

See a deeper look into our investment philosophy that guides the way we invest in stocks.

Read More

Get the Book

Get our founder's book, "Wiser Investing, Diversify Your Portfolio Beyond Stocks and Bonds" by clicking the link below.

Get The Book

Julie Brown

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.

Before joining Tradition Investment Management, Julie ran a successful freelance business as a production artist. This experience in the creative world has given her a deep understanding of the internal operations of various industries and allows her to offer unique insights when it comes to investment opportunities. Julie holds an undergraduate degree in German Language with a specialization in International Finance from Florida State University, which has equipped her with a comprehensive understanding of global financial markets. During her time at university, Julie volunteered at the Center for New Liberalism, an offshoot of the Progressive Policy Institute (PPI). This experience further honed her analytical skills and reinforced her commitment to responsible, impactful investment strategies.

CHIEF OPERATING AND COMPLIANCE OFFICER

Hunter Halliburton, mba

(423) 782-6183

[email protected]

Mr. Halliburton is the Chief Operating Officer and Chief Compliance Officer at Tradition. Prior to Tradition, he worked during the last 16 years as a registered representative helping individuals and families plan for their financial futures.

He initially started with PFS Investments in 2006 and in 2014 he went independent, offering investments through Quest Capital Strategies, and finally through SA Stone Wealth Management, Inc. Mr. Halliburton is registered as an Investment Advisor Representative (Series 65). He holds a Bachelor of Science degree from the United States Military Academy at West Point, graduating in 1993, and earned an MBA from the University of Tennessee in Knoxville in 1998. He retired from the United States Army Reserve, and has worked in both the petroleum and pharmaceutical industries. He is married to Amy Halliburton, and they have three children, Hannah, Ella, and Aaron.

managing Director

Head of Marketing and Investor Relations

Art Williams

(561) 406-6765

[email protected]

Mr. Williams is a Managing Director and Head of Marketing and Investor Relations at Tradition. He has 36 years of experience in financial services.

Before joining Tradition, he was a Lead Advisor at CIG Capital Advisors. Prior to CIG, he was Head of Business Development at Disciplined Alpha, a long short equity hedge fund, and had the same role at Doric Capital, a long short equity hedge fund based in Hong Kong. Previous positions include Chief Operating Officer of Federal Street Partners, a fund of hedge funds whose assets peaked at $3.5 billion, and Co-President of Pine Grove Associates, a fund of hedge funds whose assets peaked at $2.5 billion, which was sold to Man Group PLC. Mr. Williams also established and managed the international institutional equity sales businesses for Morgan Stanley and Merrill Lynch in the Midwest, Texas, and Canada. In addition he managed the Northern Trust International Select Equity Fund. He has won the national platform tennis championships in three age categories, been ranked number one in the country five times, and was the co-captain of the Lafayette College men’s tennis team. He has also won the Distinguished Service Award from the Slattery Detachment of the Marine Corps League twice. Mr. Williams attended Vanderbilt University and holds an A.B. in American Studies from Lafayette College.

Mr. Williams holds the Series 7, 63 and 65 licenses from FINRA.

FOUNDER

Chief Investment Officer


Benjamin C. Halliburton, CFA

(673) 699-3890

[email protected]

Mr. Halliburton is the Founder and Chief Investment Officer at Tradition. He has been named PSN Manager of the Decade for two separate decades. He has over 35 years of professional investing experience.

Mr. Halliburton was the founder of Tradition and its predecessor companies. Prior to the predecessor companies, he was a partner, portfolio manager, research director, and investment policy committee member at Brundage, Story and Rose, which Bessemer Trust acquired, where he was responsible for the firm’s equity selection process and designed, developed, and managed the firm’s Disciplined Growth Strategy. Mr. Halliburton holds the Chartered Financial Analyst designation and earned an MBA from Duke’s Fuqua School of Business in 1990, where he was distinguished as a Fuqua Scholar. He earned a Bachelor of Science from Vanderbilt University, graduating Magna Cum Laude in 1985.