Panama City Beach, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tradition Investment Management, LLC
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About
Tradition Investment Management, LLC provides discretionary and non‑discretionary portfolio management and related advisory services primarily to individual and high‑net‑worth clients, generally requiring a $100,000 account minimum. The firm delivers managed account programs and periodic financial planning, with asset‑based billing and custodial relationships recommended with major custodians.
TIM’s investment process is tailored to client risk tolerance and time horizon and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Accounts are reviewed at least quarterly, and managers work with clients to set restrictions or objectives before exercising discretionary authority.
The firm’s public materials disclose historical performance, predecessor performance, and third‑party ratings — disclosures that are relatively uncommon among similar supported advisers. The brochure also notes an affiliation with an insurance brokerage and that some representatives are licensed to sell commissionable insurance products (limited to a portion of their time), and it highlights that the firm is led by a CFA charterholder with prior senior investment roles and operates a free financial‑education resource.
Based on Tradition Investment Management, LLC
Location
Panama City Beach FL
Advisors at this office
1
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