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The Secret

Accessing Diversification to Build Wiser Portfolios

Benjamin C. Halliburton is an author, speaker, and founder of Tradition Capital Management helping investors change the way they prepare for their futures. With over three decades of professional investing experience, Benjamin’s focus is to educate individuals on wiser, more effective investment strategies to help them successfully achieve their financial goals.

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Wiser Investing: Diversify Your Portfolio Beyond Stocks and Bonds

In Wiser Investing: Diversify Your Portfolio Beyond Stocks and Bonds, readers will learn how to make the most of relatively obscure asset classes to increase their diversification. Halliburton’s book provides concrete data to confirm that anyone can become a wise investor. Wiser Investing is tearing down the veil that has kept people from accessing better, more sustainable portfolios. “The concept of wiser diversification is no longer hidden behind the walls of major banks and financial services firms,” he says.

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Meet Benjamin C. Halliburton

Benjamin C. Halliburton CFA, is a founder and chief investment officer of Tradition Capital Management, LLC. He oversees the investment research and strategy for Tradition, heads the Investment Committee and is the lead portfolio manager for equity strategies. He is also responsible for the development of the firm’s global strategies and led the firm in investigating diversifying assets.

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Speaking Opportunities

Benjamin C. Halliburton is leveling the playing field for investors. A veteran CIO (Chief Investment Officer), Halliburton is on a mission to reveal the laws of diversification that major institutions have utilized for years, but have kept out of the larger investing public domain. In his direct, clear style, he speaks to audiences across the country about the new landscape of diversification.

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Assessment

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Wiser Investing:

Diversify Your Portfolio Beyond Stocks and Bonds