Loynd Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Loynd Capital Management is a fee‑only registered investment adviser that manages discretionary portfolios primarily for individual investors and one charitable organization; the brochure lists about 36 clients and roughly $24 million in assets under management. Services include portfolio construction and ongoing maintenance such as rebalancing, tax‑management and cash‑flow support, with custody arranged through Charles Schwab.
The firm describes a scientific, academically grounded, asset‑class investment approach that emphasizes low‑cost diversified funds and ETFs and discourages holding individual stocks. Fixed income is treated as an “anchor” to reduce overall portfolio volatility, and the adviser emphasizes tailored risk profiles, low turnover, and incorporation of new research and products (including substantial use of Dimensional Fund Advisors’ offerings, with no compensation received from DFA).
Distinctive disclosures in the brochure include an explicit refusal to accept commissions or referral compensation and a statement that the adviser receives no economic benefits from third parties for recommendations. The brochure also notes that proxy voting is handled by selling holdings rather than voting (“vote with our feet”) and indicates that a formal code of ethics was considered not applicable to the practice, details that differ from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $1,500,000: 0.6% $1,500,001+: 0.4%
Fee-only: Non-negotiable quarterly investment management fees based on tiered rates; no commissions accepted.
Main office
237 Washington St.
Marblehead MA 01945
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Geoffrey C. Loynd · Loynd Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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