A complete list of active advisors currently associated with Loynd Capital Management

Warmer can help you find a great advisor at Loynd Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Loynd Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.