Tradition Investment Management, LLC

Richard Halliburton is a financial advisor with Tradition Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His background includes roles at Insulet Corporation, SA Stone Wealth Management Inc., Quest Capital Strategies, Inc., and a 30-year tenure in the US Army Reserves. In addition to his advisory work, he owns and operates an insurance brokerage specializing in life insurance and annuities. Tradition Investment Management serves individual and high-net-worth clients through managed accounts and financial planning, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm focuses on preserving purchasing power over the long term and considers tax implications in its tailored advice.

Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.