Investing just got wiser.
Tradition Advisers is the internet-based investing service offered by Tradition Capital Management that helps people to protect, grow, and manage their investments and plan for their financial futures. We use the latest technology to offer intelligently designed, customized portfolios that merge the best of low-cost investments and alternative strategies into a wiser way to invest.
You can use the Tradition Advisers mobile app to securely access & manage your investment accounts.
We utilize strong, bank-level security to ensure the safety and privacy of your account; specific protections include:
- Data Security: We protect your account from unauthorized activity.
- SIPC Account Protection: All assets will be held, and all trades executed, by TD Ameritrade Institutional (TDAI). TDAI is a member of SIPC, which protects against the loss of cash and securities held by a customer at a SIPC-member brokerage firm. The limit of SIPC protection is $500,000, which includes a $250,000 limit for cash. SIPC protection is limited. TD Ameritrade, Inc. provides additional coverage to supplement SIPC.
- Privacy Protection: We will never sell your personal information to a third party.
All return figures shown are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.
Tradition Advisers is a service of Tradition Capital Management, LLC. 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.