Tradition Capital Management Email Format
Investment ManagementNew Jersey, United States11-50 Employees
Tradition Capital Management is an investment management firm based in Summit, New Jersey, offering equity and fixed-income management to clients. It is an SEC-registered investment adviser that seeks high-quality companies with sustainable profitability, robust cash generation, and secular growth, aiming to buy at prices below estimated intrinsic value to generate favorable risk-adjusted returns. The investment process relies on experience, disciplined research, and a focus on fundamentals to assemble portfolios across strategies tailored to client needs. Founded in 2000 with a growth-at-a-reasonable-price philosophy, the firm traces its origins to former Brundage, Story and Rose personnel and remains employee-owned. Its corporate structure includes Tradition Asset Management LLC, which acquired the assets of Tradition Capital Management LLC and operates as the successor in interest under Luxon Financial LLC, reflecting its ongoing evolution and alignment with clients' objectives in both equity and fixed-income investing.