Tradition Capital Management Named to 2016 Financial Times 300 Top Registered Investment Advisers

Tradition Capital Management Named to 2016 Financial Times 300 Top Registered Investment Advisers

ft2Tradition 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).

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