Tradition Capital Management, LLC

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Philosophy - Firm History - Senior Professionals Philosophy Tradition Capital Management is an independent investment organization that is privately owned by its employees and is exclusively focused on providing the highest quality investment management services with honesty and integrity. We are investment counselors providing time-tested, objective advice. Since we individually manage each of our clients' portfolios in an account that belongs solely to that client, transparency and tracking of client assets are assured. We do not commingle funds. Integrity and transparency are hallmarks of Tradition. We work closely with many of the leading brokerage and banking firms to ensure a safe custody environment for all types of accounts: individual, trust, pension, foundation, partnerships and IRAs. Our rules involving our own personal investments place our clients first and ensure that we align our personal interest with those of our clients. Our employees and principals are required to invest in the same securities that we own for clients. Our internal investing rules make certain that our clients get our best investment ideas and that we as a firm are focused on the investments that impact clients. Firm History Tradition Capital Management was founded in 2000 by Benjamin Halliburton, Christopher Trompeter and later joined by Michael Provine. Prior to founding the firm, Ben, Mike and Chris worked together for several years servicing and managing money at a prominent New York based money manager. They sought to create a firm grounded in the fundamental belief in equity ownership and chose the name Tradition for its meaning -- “an inherited, established, or customary pattern of thought and action passed down from generation to generation.” At Tradition Capital Management, we are consistent in our investment approach, allowing our clients to build a legacy of wealth. Senior Professionals Benjamin C. Halliburton, CFA Managing Director Mr. Halliburton is a founder and chief investment officer of Tradition Capital Management. He oversees the investment research and strategy for Tradition. He heads the Investment Committee and is a member of the Portfolio Committee. Mr. Halliburton has twenty five years of professional investing experience including ten years at Brundage, Story and Rose where he was BS&R's Director of Research and responsible for overseeing the firm's equity selection process. He was a principal of the firm and a member of the firm's Investment Policy Committee. He also designed, developed and managed BS&R’s successful Disciplined Growth Strategy. He 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 BS degree from Vanderbilt University in three years, graduating Magna Cum Laude in 1985, and graduated Salutatorian from the McCallie School.

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