Tradition has an experienced and dedicated team to help you with all aspects of your investment and wealth requirements. Tradition buys and owns stocks in order to help our clients grow and preserve their wealth. We are passionate about owning individual stocks of quality companies, and our investment results are the foundation of our efforts for clients. Tradition has a large, knowledgeable investment committee with each member demonstrating over a quarter century, on average, of professional investing experience. Our Chief Investment Officer began managing equities in 1986. He was a Partner and Director of Research at Brundage, Story and Rose which managed over four billion dollars, prior to his founding of Tradition in 2000. Tradition’s team currently includes a total of five former employees of Brundage, Story and Rose.
Tradition’s Financial Advisors provide clients with customized solutions that range from investment policy formation, individual stock selection, diversifying assets, estate and tax strategies to retirement planning. With extensive skills utilizing tax strategies and financial planning along with a personalized knowledge of your situation, Tradition’s Advisors provide solutions that are individualized and tax efficient.
Tradition Advisers is the private wealth management group of Tradition Asset Management, LLC. As an SEC Registered Investment Adviser (RIA), we have a fiduciary responsibility to put our clients’ interests first. We are dedicated to providing investment management and wealth strategies that are right for you. We do not receive commissions or rebates for any investments we recommend or manage. The only fees we collect are those from our clients, for our advice and services, and those fees are completely transparent. We are free from the numerous conflicts inherent in larger organizations. As a Tradition client, you have an integrated team and can rest assured of the quality and integrity of our advice, along with our steadfast commitment to serving you. Simply put, we strive to be your trusted adviser.