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  • A Tradition of Trust

    We strive to serve our clients by building meaningful relationships and preserving wealth that will last for generations.

     

  • Fiduciary Registered Investment Adviser

    Knowledgeable recommendations and impartial solutions dedicated to the improvement of your financial position.

     

  • Investing in Your Results

    Tradition’s portfolios combine the best of quality stock ownership to grow your wealth with diversifying strategies to preserve it.

     

   

 

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

Read More

Investing  For  the  Knowledgeable  Investor

Tradition invests in multiple markets to generate and preserve real wealth for our clients. We believe that wealth is enhanced through the ownership of individual stocks of quality companies.  Individual stocks are tax-advantaged investments in their own right as long-term capital gains and dividends receive preferential tax treatment and capital gain taxes are deferred until the stock is sold.  We also place client capital with leading asset managers and funds to introduce the benefits of diversifying assets, global assets, and other unique asset classes.  These complementary investments diversify and improve your portfolio’s risk-adjusted expected return profile.

 

 

Trusted Adviser 

We are an SEC Registered Investment Adviser (RIA) with a fiduciary responsibility to always put our clients’ interests first.  We are dedicated to providing investment management and wealth strategies that are right for you. Simply put, we strive to be your trusted adviser.

    

Philosophy  

Investment results are the center of our clients’ Trusted Adviser mandate.  We strive to build portfolios that will withstand turbulent markets while providing reasonable risk-adjusted returns.  A portfolio of quality individual stocks forms the foundation supplemented by diversifying (risk reducing) assets such as bonds, reinsurance, and international investments.

     

Our Process

We strive to gain your trust while building our knowledge of your goals so that we can advise on any and all of your financial issues and earn the privilege of becoming your Trusted Adviser. Meeting your current need with solutions from our broad skill set will include the application of our investment expertise as well as our advice and counsel in financial, tax, retirement, and estate planning matters.

Investments

Individual tax efficient stock portfolios help clients build and preserve their wealth.  We can manage this equity portfolio on a stand-alone basis or as part of a diversified total portfolio.  Your diversified portfolio could include tax-advantage municipals, reinsurance, equities or other diversifying assets.  The portfolio is built to meet your specific needs and objectives.

Diversified Strategies

Diversification across asset classes can reduce portfolio risk and can limit portfolio losses in a declining stock market.

 

Equities

Individual equities are tax-advantaged investments and are a proven avenue for growing and protecting wealth.

 

Tax-Advantaged Municipals

We buy individual municipal bonds to provide a diversifying (risk lowering) asset and to provide tax-advantaged (sometimes tax free) income.

 

Taxable Fixed Income

Individual taxable bonds provide a set return and thus stability and diversification for clients’ tax free accounts like profit sharing plans, IRAs or associated charities.

 

Diversifying, Global and Unique Assets

Assets that are not highly correlated with U.S. stocks may provide a risk reduction benefit. Their independent performance can allow for a lower-risk total portfolio.

Wealth Strategies

Your wealth strategy will be very dependent on your personal circumstances as our team helps build a strategy that fits your goals whether ranging from charitable giving and generational strategies to retirement planning and insurance.

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Our  Team

Experienced team of credentialed and talented investment professionals.

 

Investment Committee  

 

Private Client Group  

 

Professional Staff  

Resources

Tradition news, television, web links and articles.

 

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Tradition's Views

 

Advisers’ Insights Blog

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Contact  Us

Please contact us to learn more.
We would appreciate the opportunity to work for you and earn the privilege of becoming your trusted adviser.

Robert Richardson
email: rrichardson@traditioncm.com

Frani Feit, CFP®
email: ffeit@traditioncm.com

Chip Wieczorek, CFP®
email: cwieczorek@traditioncm.com

129 Summit Avenue, Summit, NJ 07901

Phone: 908-598-0909
Fax: 908-847-0288

 

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  • Legal, privacy, copyright and trademark information

Tradition Capital Management, LLC (Tradition) is an SEC (Securities and Exchange Commission) Registered Investment Adviser under the Federal Investment Advisers Act and provides portfolio management and related services for a fee. Nothing in this website should be considered a solicitation to buy or an offer to sell shares of any security or service in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investing in stocks and other risk assets could result in losses and positive returns are not guaranteed. Diversification only reduces risk of capital loss but does not eliminate these risks. Expected returns, expected risk, and long-term targeted returns are not forecasted returns or risks but are only statistical definitions for modeling purposes. Actual results could vary materially from these returns and could result in losses. Financial assets are also exposed to potential inflation and liquidity risks. Past performance is not indicative of future results, and all investments could lose value in the future. At a given time, any risk asset class or asset may lose value and result in substantial losses. Tradition does not make any assertions, estimates or guarantees about future results. Copies of the ADV and Privacy policy are available upon request or through these links.

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