Clients benefit from the real wealth that is built 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. Individual stocks provide greater flexibility for tax minimization strategies and charitable gifting. Studies have shown that stock ownership is one of the best ways for you to grow and protect your wealth over time and generations.
Tradition’s heritage is the identification and purchase of individual stocks for our clients. We believe in participating in the growth of quality companies purchased at reasonable prices. We are Global Investment Performance Standards (GIPS) compliant and have audited performance which is detailed directly below.
CHESS (Call Harvesting Equity Stock Strategy)