Immediate Release
Contact: Jill Esposito
908-598-0909x379
Tradition Capital Management Named to 2016 Financial Times
300 Top Registered Investment Advisers
June 2016 - Summit, NJ – Tradition Capital Management, located in Summit, NJ is pleased to announce it has
been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top
independent RIA firms from across the U.S.
Tradition Capital is an independent wealth management organization that is privately owned by its employees and
focuses exclusively on providing the highest quality investment management strategies with diligence, honesty and
integrity. As an SEC Registered Investment Adviser (RIA), Tradition Capital has a fiduciary responsibility to put its clients’
interests first. “We are honored to be included in the FT 300, alongside all the other prestigious companies, said Ben
Halliburton, founder and Chief Investment Officer of Tradition Capital Management, “we look forward to being included on
the list for years to come.”
Tradition Capital’s Investment Advisers provide its clients with customized solutions that range from investment policy
formation, individual stock selection, alternative assets, estate and tax strategies, to retirement planning. With extensive
skills utilizing tax strategies and financial planning along with a personalized knowledge of its clients’ situation, Tradition’s
Advisers provide solutions that are individualized and tax efficient. Tradition does not receive commissions or rebates for
any investments that are recommended or managed. The only fees collected are those from its clients, for our advice and
services, and those fees are completely transparent.
This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites
Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The
“average” FT 300 firm has been in existence for 22 years and manages $2.6 billion in assets. The 300 top RIAs hail from
34 states and Washington, D.C.
More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management
(AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced
industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their
employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
The FT 300 is one in series of rankings of top advisers the FT produces in partnership with Ignites Research, including the
FT 401 (DC retirement plan advisers) and the FT 400 (financial advisers from traditional broker-dealer firms).
For more information regarding Tradition Capital Management visit: www.traditionadvisers.com
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Tradition Capital Management, LLC. is an SEC (Securities and Exchange Commission) Registered Investment Adviser under the Federal Investment
Advisers Act and provides portfolio management and related services for a fee. Nothing in this release should be considered a solicitation to buy or an
offer to sell shares of any security or service in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such
jurisdiction. Investing in stocks and other risk assets could result in losses and positive returns are not guaranteed. Diversification only reduces risk of
capital loss but does not eliminate these risks. Expected return and expected risk are not forecasted returns or risks but are only statistical definitions for
modeling purposes. Financial assets are also exposed to potential inflation and liquidity risks. Past performance is no indication to future results, and all
investments could lose value in the future. Copies of the ADV and Privacy policy are available upon request.