Tradition Investment Management

Tradition Investment Management

Benjamin C. Halliburton established the predecessor firm Tradition Capital Management in October 2000. He previously served as partner, portfolio manager, and research director at Brundage, Story and Rose. After operating as an independent RIA for 19 years, the firm merged with Cary Street Partners in 2019. Halliburton departed in 2021 to reconstitute Tradition Investment Management as a private family office before reopening to outside clients as a registered investment adviser in 2023. The office runs a dividend-value equity strategy alongside diversified holdings in real estate and alternative assets. It targets full-market-cycle performance through security selection rather than market timing. Positions emphasize companies with durable cash flows and conservative balance sheets. Geographic exposure centers on North American issuers. The firm also maintains capacity for direct co-investments and SPVs when opportunities align with family objectives. Three professionals manage day-to-day operations from the Santa Rosa Beach headquarters. Benjamin C. Halliburton serves as CIO while Hunter Halliburton acts as COO and CCO. Julie Brown supports equity analysis. In 2023 the firm resumed public registration, allowing limited external mandates while retaining primary focus on family capital. No philanthropic vehicles or club memberships appear in public records. The structure separates the family office from the earlier RIA entity through the 2021 reestablishment. This allows direct alignment of interests via co-investment in the same strategies without external fund commitments or third-party LP obligations.