Benjamin C Halliburton CFA
About
Benjamin C Halliburton CFA is from Santa Rosa Beach, Florida, United States. Benjamin is currently Chief Investment Officer and Founder at Tradition Investment Management, located in Santa Rosa Beach, Florida, United States.
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Tradition is a Registered Investment Advisor (RIA) striving to deliver superior risk-adjusted returns to advisors, our clients, and their families. Tradition was originally founded in October 2000 by Benjamin C. Halliburton, CFA, as Tradition Capital Management. The firm operated for 19 years as an independent registered investment advisor until merging with Cary Street Partners (CSP) in 2019. In 2021 Mr. Halliburton left CSP and reestablished Tradition Investment Management as a private family office. In 2023 Tradition reopened its doors to the public and became a registered investment advisor. Mr. Halliburton and Tradition have always focused on equity selection as the primary driver of client portfolio performance. These strategies and valuation models that Mr. Halliburton developed in 1990 are still used today as Tradition manages performance-driven portfolios.